Senior Financial Planner

Wealth Management Advisor

David@ForYourFuture.net​​

With more than 30 years in the industry, David has extensive experience directing clients toward their financial goals.  He values the client relationship and takes time to fully understand each family’s unique situation.  His active community involvement demonstrates his commitment and care for the people around him.

Financial Planner

Office Manager

Sandee@ForYourFuture.net​​

Sandee enjoys helping clients see the potential for reaching their financial goals.  Sometimes small changes make a big difference in the long term outlook of a financial plan.  She and her husband have taught financial literacy classes at their church and support several international missions.

Financial Planner

Carolyn@ForYourFuture.net

A financial planner with more than 20 years in the industry, Carolyn values the relationships she develops with clients.  She spends many hours preparing detailed plans to meet the specific needs of each family she works with.  She grew up in Forsyth County and enjoys spending time outdoors, reading, and visiting with friends and family.

Senior Portfolio Manager

Financial Planner

Brett@ForYourFuture.net

Brett’s strong background in managing investments brings a deep expertise to our team.  With more than 15 years of experience managing investments for individuals and trusts, he specializes in wealth planning for high net worth clients.  Brett is active in his church where he serves as a small group leader.  He enjoys volunteering with many organizations, playing golf, snow skiing, and spending time with his two sons.

Client Communication Coordinator

Heather@ForYourFuture.net

Strengthening client relationships is the central focus of Heather’s role.  She has a variety of experience from commercial photography to academia to providing client services at Morgan Stanley.  With an eye for creativity, she brings a fresh approach to client engagement.  Outside of work she enjoys her two daughters, and plays pickleball, golf, tennis and snow skiing.

Operations Manager

Kim@ForYourFuture.net

Kim’s organizational skills cannot be overstated.  Her background in architectural design has given her a keen eye for the finer details.  Her impact on firm operations helps to ensure unparalleled service to our clients.  She enjoys spending time with her family, travel, and trying new restaurants in our area.

Client Relationship Manager

Jake@ForYourFuture.net

Jake works hard everyday to ensure each client receives the services they need.  Whether opening an account, taking a distribution, or asking a question about their finances, Jake takes the time to provide the details they need.  After work, he spends time as a small group leader with YoungLife.  He also enjoys being outdoors and watching UGA football.

Client Relationship Manager

Joey@foryourfuture.net

As a candidate for CFP® certification, Joey spends extra time working with new clients to understand their financial goals and objectives.  He works closely with our financial planners to provide the support in preparing the detailed plans our firm is known for.  In his free time, Joey enjoys spending time with family and friends, traveling, and watching UGA football.

Emeritus Advisor

Darcy is a co-founder of Financial Consultants Group. With Decades of experience in the financial industry, she has developed meaningful client relationships while sharing her expertise with women's groups.

Graphic Designer

Lionstar Creative, www.lionstarcreative.com

With over 25 years of experience in graphic design and print, Lisa brings a wealth of knowledge to our team. She runs her own freelance graphic design business. Lionstar Creative where she collaborates with multiple clients on various marketing materials.