Atlanta Estate Planning Experts

Striving to inject her unique flair into the realm of contemporary fiction, Award-Winning, Best-Selling author and blogger, Ni’cola Mitchell enter the literary scene with one main objective: To Stimulate Your Mind, One Word at a Time. Through her independent publishing company NCM Publishing, Ni’cola published numerous titles which have been featured on various best-selling lists throughout the country. Much of her work revolves around complex relationship issues and Mitchell’s compulsive desire to see women overcome challenges. Originally from Kingston, Jamaica, she currently resides in North Las Vegas, Nevada with her two daughters Destani and Diamond. Ni’cola is also the CFO of Obsessive Soul Media and Co-Founder of the Baltimore Urban Book Festival. She sits on the board of the Miss Black Collegiate USA Scholarship Pageant, and manages the pageants Author Pavilion. She is also a primary panel member for the State of Black Parent Conference. Ni’cola is also the Celebrity Brand Ambassador for Premier Hair. She is a contributing writer for Urbania Magazine and FeedLynks, the Urban News Network. Ni’cola is a Strategic Partner for the California’s Women’s Conference, and is also a 2014 Blogger’s Week Ambassador. She holds a Bachelors degree of Science in Business Management and is currently pursuing a Master’s in Film. Over and Over Again was featured in the top ten by EDC Creations Recommended Reading List the 2009 fall season under Mainstream Fiction and Women’s Fiction. Ni’cola was nominated Self-Published Author of the Year with the African-American Literary Award Show for 2010, 2011, and 2012. Her short story "The Forbidden Rain" was featured in the Between the Sheets anthology which won 2011 Anthology of the Year with the African-American Literary Award Show. Ni'cola's distinctive writing talent has led her to become a featured columnist for Urb Society Magazine, and a nominee for the 2014 I Am a Diva, literary awards. With her outstanding representation of Las Vegas’ African American community, Ni’cola Mitchell was featured in the second edition of Who’s Who in Black Las Vegas. As well as being an author, Nicola is also a motivational speaker and literary consultant, which allowed her to become the recipient of the 2013 Queen that Rocks Award, from the Heal a Woman to Heal a Nation Conference. Ni'cola was also the 2015 Upward Bound Honoree award, presented by the University of Nevada Las Vegas. Currently, she is touring across the country, speaking about the importance of going after your dreams and overcoming obstacles, and how to self-publish your book successfully. When she isn’t writing, Mitchell loves to spend time with her family and volunteers as a mentor for youth activities. http://www.nicolacmitchell.com/

Managing Partner Duart Mull: Responsible for overseeing the investment of funds held in trust by Duart Mull. Duties include evaluating new investment opportunities, overseeing the outside fund managers, directly managing the firm’s private equity placements, enhancing the enterprise value of portfolio companies through active strategic leadership and fostering relationships. Concurrent with this position, serve as Executive Chairman of Endeavor and on the Boards of Directors for several private U.S. companies.

Business/Personal CFO For Company Owners Centurion Advisory Group Responsible for Business Development, Setting Direction for the Firm's Growth, Overall Client and Staff Loyalty, and Shareholder Profitability

http://www.nzingaharrisonmd.com/ A well-respected physician, administrator and educator, Dr. Harrison is an expert dedicated to providing education and support to the public, allied health professionals, physicians and healthcare organizations.

Casey Tyler Smith, Investment Advisor Representative President – Principal Casey earned a Bachelor of Science Degree with a major in Finance from Berry College, Rome, Georgia. Unhappy with the traditional brokerage product pushing agenda, Casey became a Registered Investment Advisor and formed a fee only financial services firm in June 2001, which later became Wiser Wealth Management, Inc Casey serves on the board of the Laona M. Kitchen Foundation, the Planned Giving Council of Berry College, The Berry College Campbell School of Business Executive Advisory Committee, the Berry Student Run Enterprises Advisory Board, Berry College Board of Visitors and Atlantic Southeast Airlines Airline Pilots Association (ASA ALPA) Retirement and Insurance Committee as a “401k Specialist.” Casey is a retired airline Captain and still enjoys flying and golf. He and his family live near the Marietta Square and attend the Church of The Apostles (apostles.org) in Atlanta. Casey is a member of Marietta Country Club. Casey can be contacted via email at casey@wiserinvestor.com

As the President of Credo, Dan Lucas advises clients with a CFO mentality, in all aspects of accounting, finance, tax, operational strategy and best practices. He also directs the Credo team in establishing the strategies for the growth of the firm and continually raising the bar on its standards of exceeding clients’ expectations. In 2004, Dan simultaneously founded Bordwok Enterprises, LLC and Credo Financial Services, LLC. These two entities allowed Dan to provide hands-on leadership and financial management services for various private companies and REITs (Real Estate Investment Trusts). He has accrued broad financial experience working with companies ranging in revenues from $50,000 to $60 billion. This work includes leadership roles with a large public accounting firm, two different marketing agencies, several real estate investment and/or construction companies, a Fortune 15 healthcare technology & pharmaceutical company, just to name a few. Dan has worked with technology services, software, real estate, retail, manufacturing companies, professional services firms (mainly lawfirms and marketing services), marketing/advertising agencies, dental practices, medical practices, and various other industries, providing each with the specific financial guidance needed to establish sustained business growth and financial health.

Jason, originally from Chapel Hill and Southern Pines, North Carolina, is a Lead Advisor at Resource Planning Group. He is a CFA charterholder and a CERTIFIED FINANCIAL PLANNER™, with over 14 years of professional experience in the financial services industry. Jason earned his MBA from the Tuck School of Business at Dartmouth College, and received his undergraduate degree (BA, History) from Davidson College. He is a member of the Financial Planning Association and the Atlanta Society of Finance and Investment Professionals. Jason is a 2014 graduate of Leadership Sandy Springs and presently serves on the Leadership Sandy Springs Board. He also serves on the board of the Dartmouth Tuck Club of Georgia and the AdviceIQ board of advisors. How I Live Well : Jason and his wife, the former Jennifer Sanborn of Marietta, Georgia, live in Alpharetta with their three children. They worship at Northpoint Church. While at Davidson, Jason was captain of the varsity golf team and he remains an avid golfer today. He is actively involved in coaching youth sports, including current roles coaching his children's soccer, basketball, and baseball teams. Jason also enjoys backpacking, tennis, traveling with his friends and family, and is a lifelong North Carolina basketball fan. Email: jason@rpgplanner.com

Courtnay Bazemore has over 20 years of experience in individual tax compliance and planning, estate planning, family partnerships and trusts and estates. She also advises individuals in the complex areas of executive compensation and philanthropic strategies. Courtnay'‚s Windham Brannon clients include high net-worth individuals as well as corporate executives.

Mark DiGiovanni grew up in Rochester, NY, the son of a firefighter and a homemaker. After graduating from SUNY, Oswego in 1975, Mark moved to Athens, GA to begin his first career as a teacher. Mark met his future wife in 1978, fellow teacher and Georgia native, Beth Rainwater. They married in 1983 and moved to Atlanta, and Mark began his career in financial services. During the 1980's, Mark completed his MBA at Kennesaw State University and passed the CPA exam. Mark and Beth ended the decade with the birth of daughter Mara. Mark started Marathon Financial Strategies in 1995. Mark began running in 1969, so the 'Marathon' name was a natural choice. The name serves as a reminder that achieving worthwhile goals requires the same persistence and discipline as running a marathon. In addition to starting his business during the 1990's, Mark earned the Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) designations. Mark also served in 2002 as President of the Georgia Chapter of the Financial Planning Association (FPA). Mark has been named a "Five Star: Best in Client Satisfaction Wealth Manager" by Atlanta Magazine in each of the last six years. In 2010, Mark was selected as one of only seven CFP Ambassadors in the U.S. As a CFP Ambassador, Mark communicates to consumers the importance of personal financial planning and the need for a Certified Financial Planner professional. Mark understands the importance of a healthy body, mind, and soul. He still exercises daily. He is a voracious reader and has written six books to date. He has been a member of Saint Matthews Episcopal Church in Snellville since 1989, where he is active on the stewardship and finance committees. Mark has been a Rotarian since 1996, serving as club president in 2003 and 2012. He also volunteers to speak at schools, churches, and to groups interested in raising their financial IQ.

Terri Lawson is a member of the tax department specializing in estate taxation and planning, fiduciary, gift, and individual income tax. She is also a Certified Divorce Financial Analyst specializing in divorce planning, cash flow analysis, settlement structuring and evaluation of divorce settlements. Terri joined the firm after graduation in 1988 as a junior staff and has more than twenty years of experience in preparing and reviewing complex tax returns for individuals, estates and trusts. Client assistance is also provided in the areas of tax, estate, gift, succession and divorce planning. She is also responsible for training and supervising staff accountants on tax engagements.

http://theestateattorneyatlanta.com/ Nationally Recognized Atlanta Estate Planning Attorney and best-selling author Shane Smith interviews Mark Lenox, the director of sales and marketing for Canterbury Court.

http://theestateattorneyatlanta.com/ Nationally Recognized Atlanta Estate Planning Attorney and best-selling author Shane Smith interviews Ken Stavas of Home Instead Senior Care. Ken has been the owner of Home Instead Senior Care since 1996 servicing over 3,300 clients. With a Master’s Degree in Psychology, he knows how important it is for seniors and their families to have a reliable and trusted resource of affordable home care. Ken has placed particular attention on becoming a trusted provider of comprehensive non-medical home health care for seniors. Throughout his years of service to the seniors, Home Instead Senior Care has received numerous awards such as Cobb Small Business Award, Best Practices Award, Business to Business, and One to Watch Award.​​ - See more at: https://www.homeinstead.com/127/about-us/home-instead-team#sthash.pkT1VSGW.dpuf

Howard joined Argent Trust of Tennessee in April 2012 as Chief Executive Officer. As Chief Executive Officer, he serves families providing trust, investment, estate and family office services. Howard has more than three decades of experience. Prior to joining Argent, he has served as President of a 900 million trust company, the Managing Partner for a 90 person CPA and consulting firm, a Chief Financial Officer for a substantial private company and a Controller for a NYSE public company. Research Magazine honored Howard as one of five advisors nationwide inducted in the 2012 Hall of Fame. The October 2007 issue of Worth magazine named Howard as one of “The Top 100 Wealth Advisors”. JK Lasser’s New Rules for Estate and Tax Planning recognized Howard as a “Top Professional Advisor” in 2002. Howard has been included in Worth’s “Best Financial Advisors” listing of “talented and trustworthy” advisors since 1996. In 1998, he was presented “The Outstanding CPA in Business and Industry Award” in recognition of his business achievements by the Tennessee Society of CPAs. The Society also presented Howard a leadership award for “Dedication to Excellence” in 2000. In December 1999, Ticker magazine named Howard as one of the top five Ace Advisors in the nation. The magazine noted his work for his clients as being among the “Most Innovative Investment Professionals”. In March 1998, Howard was featured in the Dow Jones Investment Advisor story, “Top Billing” for his leadership in managing wealthy clients’ estates. Howard served as a member of the 1994 CFP National Advisory Council on Financial Planning, which provides broad-based advice on the development of financial planning to the CFP Board, a non-profit professional regulatory organization. The 1994 Securities Industry Institute recognized him as an Exceptional Speaker for his presentation at the Wharton School. In 1992, he was presented the “Outstanding Service Award” from the American Institute of CPA’s (AICPA) Personal Financial Planning (PFP) Division. He is one of six CPA’s who served on the original AICPA PFP Committee, which achieved Senior Technical Committee status. He is a past chairman of the Tennessee Society of CPAs PFP Committee, and past president of the LINC-Society of CPA Financial Planners. He lives in Nashville with his wife Arlene and is especially proud of their three daughters, Lori, Traci and Mindy, and seven grandchildren. hsafer@ArgentTrust.com Chief Executive Officer Nashville, TN 615.385.2790

http://theestateattorneyatlanta.com/ Nationally Recognized Atlanta Estate Planning Attorney and best-selling author Shane Smith interviews Edwin J. Coons, Jr., CLU, ChFC® Edwin (Ed) Coons has been with National Life since 1953, and has established an accomplished career in the financial services industry. Throughout his distinctive career, Ed has shown a deep commitment to the industry and continuous specialization. A graduate of Louisiana State University, class of 1954, he majored in Insurance and Real Estate. Ed served in the U.S. Air Force from 1954 to 1957 and later earned a Chartered Life Underwriter (CLU) designation from the American College, which is one of the most respected marks of expertise attainable in the life insurance profession. He also earned a Chartered Financial Consultant (ChFC®) designation, and a Certificate in Advance Estate Planning from the American College. Ed has been a member of the Atlanta Estate Planning Council (AEPC), since 1973. Ed married Ellen Reuland in July of 2008 and together they have been blessed with 11 children and 36 grandchildren. He is an active member of St. Thomas Aquinas Catholic Church in Alpharetta, where he serves as a lector. Professional Specialties: Retirement Planning: Qualified and Non-Qualified Business Insurance Long-Term Care Insurance 770-926-9792 coons_ed@nlvmail.com

http://theestateattorneyatlanta.com/ Nationally Recognized Atlanta Estate Planning Attorney and best-selling author Shane Smith interviews Dave Savage. Beverly Molander and Dave Savage (of http://heartfeltmemorialservices.com) are writing, editing and collaborating on a book to share detailed and practical advice, ideas, experiences to help you create a moving, meaningful and heartfelt memorial service or ceremony regardless of your personal or our family’s religious or non religious preferences. Our book, website and consultation can also help you to create heartfelt and practical experiences when you and your family gather for care giving, saying goodbye, loss and remembrances. Part of what makes our book and website unique is our passion for encouraging you to share and record your family’s stories and history whenever you gather. Our materials and ideas will show you how to capture the voice and personality of your loved ones as they share what is most important to them. This is a priceless gift for all in the present and a legacy for future generations. Our book is designed as reference and resource, so each chapter can stand alone. We invite you to turn to the sections that fit your needs and circumstances in the moment, and return to Heartfelt Memorial Services again and again. Some information will be duplicated in different forms. Please find the topics that resonate most with you. In this book and also on our website we have included many links to related organizations, services, and products. Our website provides expanded and updated information as well as advice and experience from professionals and individuals around the world. We welcome your contributions. Please let us know about people and groups that provide similar support during the transition of a loved one. There are many times each year that we think of and miss loved ones who passed away months, years and decades ago. We’ve included ideas and materials to create special times of remembrance when you are alone or with lots of others who want to remember and celebrate the lives of family and friends in heartfelt ways. Eulogies are often one of the most dreaded and difficult things to write or even start. Our book and website includes lots of inspiring ideas, words, phrases and examples of touching eulogies and readings to make the task easier and more rewarding.

http://theestateattorneyatlanta.com/ Nationally Recognized Atlanta Estate Planning Attorney and best-selling author Shane Smith interviews Patrick Renn. Pat is the founder and president of The Renn Wealth Management Group, Inc. He is a CERTIFIED FINANCIAL PLANNER™ professional with more than 35 years’ experience in counseling high-net-worth individuals, business owners and professionals regarding their financial affairs. Pat has been president of the Georgia Society of the Institute of Certified Financial Planners and president of the Georgia chapter of the International Association for Financial Planning. He is a member of the Society of Financial Services Professionals, the Atlanta Estate Planning Council and the Georgia Planned Giving Council. He holds a bachelor’s degree in business administration from Villanova University and an MBA from Loyola College. He holds the Advanced Pension Planning certificate from The American College as well as the Investment Management Consultant designation from Raymond James Institute. Pat served on the board of trustees for Holy Innocents’ Episcopal School and was chair of their Endowment Funds Committee. Pat also served as chair of the Cathedral of St. Philip Endowment Funds and is the current chair of the Episcopal Media Center Endowment. He is past board chair of the Georgia Special Olympics and has served on numerous charitable and professional organization boards. Pat is married with two sons. He enjoys travel, golf, fly fishing and wing shooting in his spare time.

http://theestateattorneyatlanta.com/ Nationally Recognized Atlanta Estate Planning Attorney and best-selling author Shane Smith interviews Corwin Robinson

http://theestateattorneyatlanta.com/ Nationally recognized Atlanta Estate Attorney and best-selling author Shane Smith interviews Walter Anderson - https://www.linkedin.com/in/walteranderson

http://theestateattorneyatlanta.com/ Nationally recognized Atlanta Estate Attorney and best-selling author Shane Smith interviews J. Kavanaugh Tucker. Prior to founding SouthCap Brokerage Group, Kav was a Vice President at Credit Suisse in their Longevity Markets Group. At Credit Suisse he focused on longevity & mortality products. Previously, he spent two years with Highland Capital Brokerage and five years with Capitas Financial as a third party consultant for advanced wealth and business transfer strategies. Kav has served as a guest speaker for the Society of Financial Services Professionals, the Financial Planning Association, the National Association of Insurance and Financial Advisors, the Million Dollar Round Table, and the Southern Federal Tax Institute. He is a resident of Atlanta, GA and is a member of Peachtree Presbyterian Church. He volunteers with the Boys and Girls Club of Atlanta, Hope Ministries, SafeRide America and MARR Atlanta. Kav attended the Georgia Institute of Technology where he earned his B.S. in Business Management. He was a member of the varsity golf team. He and his wife, Celia, have one son, Huxley, an aspiring golfer.