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Atlanta Estate Planning Experts
Protecting Your Family, Your Assets, and Your Peace of Mind
Category: Business
Location: Peachtrree City, GA
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by Shane Smith
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July 29, 2015 06:05 AM PDT

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.


July 22, 2015 08:05 AM PDT

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.

July 15, 2015 09:27 AM PDT

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

July 09, 2015 06:12 AM PDT


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.

July 01, 2015 09:14 AM PDT

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

June 24, 2015 08:41 AM PDT
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Chief Investment Strategist, Investment Advisory Representative
Wes Moss the host of Money Matters - Atlanta’s longest running live call-in, investment and personal finance radio show - on 95.5FM and AM 750 WSB.

Wes is also the Chief Investment Strategist at Capital Investment Advisors (CIA). CIA currently manages more than a billion dollars in client assets, making it one of Georgia’s largest Fee-Only investment firms, according to the Atlanta Business Chronicle. In 2012, he was named as one of the top 40 fee-only investment advisors (under 40) in the country by Wealth Management Magazine. In 2014 and 2015, Barron's Magazine named him as one of America's top 1,200 Financial Advisors.

In addition, Wes is a weekly guest financial columnist for AJC.com, the website of The Atlanta Journal-Constitution. He is also the editor and writer for About.com’s Financial Planning blog. In 2014, Wes was the host of Atlanta Tech Edge, a weekly TV show on Atlanta’s NBC affiliate WXIA, covering the fascinating business of technology within the state of Georgia.

Wes holds a degree in economics from the University of North Carolina, Chapel Hill. He lives in Atlanta with his wife and three sons and loves spending time with his family, coaching lacrosse, and playing golf and tennis.

Wes has written several books including Starting from Scratch (Kaplan) and Make More, Worry Less (FT Press) and has served as a financial expert for both local and national media including CNN, CNBC and Fox Business Network. He has been interviewed by USA Today, Forbes, Time, The Wall Street Journal, and Yahoo Finance.

His latest book, You Can Retire Sooner Than You Think - The 5 Money Secrets of the Happiest Retirees (McGraw Hill 2014) has been a best seller in the retirement planning category. The book’s unique message and research has struck a chord with readers and the financial community since its release in May of 2014.

June 17, 2015 10:30 AM PDT

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.

June 03, 2015 10:18 AM PDT

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

May 27, 2015 06:31 AM PDT

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.

May 20, 2015 07:00 AM PDT

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.

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