Professional Resources Group

First Initial: A B C D E G I J L M R T W

Alex Dancy
Saxony Securities, Inc. | Accredited Investment Fiduciary Analyst®

(706) 669-3333 | SaxonySecurities.com

I am an Accredited Investment Fiduciary Analyst®, (AIFA). Using a fiduciary process, I protect trustees and partner with executives to improve their retirement plan and employee retirement outcomes. Each client has different goals, needs, wants and desires. My job is to help my clients determine how their group retirement plan can be improved to meet more of their plan’s potential. I am an independent advisor and receive level compensation, which allows me to have no conflict of interest to recommend any service provider or investment.

Investment Advisory services offered through Saxony Capital Management, LLC, an SEC Registered Investment Advisor. Securities offered through Saxony Securities, Inc., Member FINRA/SIPC.

Angie Reese
Accurate Protection | Commercial Insurance

(404) 907-2121 | AccurateProtection.com

Why should you do business with Accurate Protection? It’s simple, we work hard for you. We provide risk-reducing strategies, programs and comprehensive safety materials that reduce your chance for loss. We educate underwriters about your company and build positive carrier relationships on your behalf to help you capture lower long-term insurance premiums.

Art Bottoms
Partner | B2B CFO

(770) 876-3029 | ArtBottomsCFO.com

My passion is serving owners of privately held businesses by understanding their goals and removing financial barriers that get in their way.

As a partner in the nation’s largest CFO firm that has pioneered the industry since 1987,  I am able to create long term professional relationships and provide strategic CFO services on an affordable, as needed basis, using established processes that are proven every day in thousands of companies.

Chris Miller
North Fulton Wills | Estate Planning Attorney

(678) 746-2900 | NorthFultonWills.com

“Life is a journey that begins and ends with family.” That is why we are here to help. Losing a loved one is hard. Transferring their assets (property or money) to you shouldn’t be. We help families figure out Wills & Trusts, Estates and Special Needs Planning.

Darren Carter
Comcast | Telecommunications

(770) 375-1596 | Business.Comcast.com

David Shavzin, CMC
Shavzin & Associates | Exit Planning, Consulting & Coaching

(770) 329-5224 | Shavzinassociates.com

Business growth, succession and exit planning. We help you understand your business value and improve the critical areas that grow that value, allowing you to transition on your own terms. We bring over 25 years of consulting and corporate experience in exit planning, mergers & acquisitions, facilitation and process improvement.

Ella Carter
Proactive Payroll | Payroll

(404) 410-0031 | ProactivePayroll.com

Proactive Payroll will consistently deliver outstanding, on-time service and availability of a motivated, well-trained and knowledgeable team to personally assist you and your other trusted advisors. Our goal is to provide payroll services with experienced business associates and leading technologies so every employer can use their time on profit generating activities.

Gary Robinson
Panel Systems Unlimited | Commercial Office Furniture

(404) 313-1557 | PanelSystemsUnlimited.com

Panel Systems Unlimited is a full service office furniture dealer that helps companies with their office space needs. Gary is a Senior Account Executive with 23 years of experience in the Atlanta market and is focused on helping his clients with the best possible furniture solution. PSU specializes in new, remanufactured, and used cubicles/workstations along with all the casegoods such as desks, credenzas, seating, filing, bookcases, conference, lobby, and break room furniture. PSU also provides many different types of services which include space planning and design, relocation, reconfiguration, installation, and liquidation of existing workstations.

Gordon Owens
GO Digital WSI | Digital Marketing & Solutions

(404) 654-0662 | GOdigitalWSI.com

WSI is one of the largest digital marketing agencies in the world with 1800 consultants, in 80 countries around the world. We partner with our clients to build their online brand, generate leads and convert those leads into sales.

Iris Grimm
Master Performance, Inc. | Professional Coach

(770) 428-2334 | IrisGrimm.com

“Change before you have to.” Business success and life fulfillment require constant growth and recalibration. I work with leaders and their teams in varying ways to create a workplace where they perform at their best, reach the intended goals, and have fun along the way.

James Marosek
WBO CPA Group | Accounting

(678) 260-2607 | WBOCPAgroup.com

We are a full service CPA firm located in Duluth, Georgia providing tax and tax planning services to business owners and high net worth clients. We provide corporate tax, consulting, and financial services.

Jim Somers
GEICO | Personal Insurance

(770) 753-9300 | GEICO.com/Atlanta-Northeast

As a GEICO local insurance agent, I have a comprehensive understanding of GEICO’s insurance products and am licensed by the state of Georgia to provide sound, professional insurance advice to my customers. Rest assured you’ll be getting the proper insurance for your needs, and the personal service you deserve.

Jonathan Stelling
PrideStaff | PrideStaff Financial | Staffing & Recruiting

Alpharetta: (678) 392-2171 | StaffingAgencyAtlanta.com

We help innovative companies in the North Atlanta area connect with top Accounting & Finance, Customer Service and Administrative talent temporary and permanent positions. My goal at PrideStaff is to create a culture of ownership, reflected in our client and candidate relationships. In fact, 93% of clients rated our office a 9 or 10 (out of 10) in the latest Inavero NPS survey which is double the industry average.

Joe Wargo
Capital Mortgage Advisors | Mortgage Broker

(678) 557-1329 | Approved.com

Your business is important to us. We want you so happy that you send friends, family, and co-workers to us. Use our mortgage calculator and check current mortgage rates online.

John Wieschhaus
Wish Creative | Advertising

(678) 481-9126 | WishCreative.net

Wish Creative, Inc. creates advertising ideas that help companies separate themselves from their competitors. Results: more business. We’re a seasoned creative shop that uses an Art Director & Copywriter to create unexpected communication messages. We deliver an effective storytelling idea to achieve brand differentiation for company brands to avoid being perceived as a commodity.

Josh Pitchford
Sandler Training | Partner

(770) 475-2799 | Sandler.com

I help individuals and teams in the areas of sales training and sales management training. Some areas we help with are finding better, more ideal prospects, shortening sales cycles, and protecting against commoditization.

Julie Smith, MBA-HRM, SHRM-SCP, SPHR
Custom Human Resource Solutions | President & CEO

(404) 803-1282 | IloveHR.com

At Custom Human Resource Solutions, we LOVE Human Resources! Doesn’t everybody? CHRS has been in business for 11 successful years serving the HR needs for our small and medium sized business clients. From pre-hire to post-separation and everything in between, we offer customized, friendly, and knowledgeable solutions that are catered to each client’s unique needs. Whether you want an employee handbook revision, a policy draft, coaching on a performance issue, or full HR department support, we are ready to help. CHRS’s high-touch, responsive service along with their expert advice, friendly staff and affordable pricing, makes them a valuable business partner.

Lee Doernberg
Liquid Capital | Working Capital

(678) 393-8702 | LiquidCapitalCorp.com

At Liquid Capital, we understand what it takes for small and medium-sized businesses to succeed – because we’re small business people ourselves. Our company is built on a network of locally owned and operated Principal Offices, so whenever you’re talking to Liquid Capital you’re talking directly to your funding source, and a fellow small business person.

Michael Horwitz
The CBA Group | Business Broker

(678) 427-1163 | theCBAgroup.com

The CBA Group provides professional services involving the sale, evaluation, and marketing of small to medium businesses. We represent buyers and sellers in sales, mergers, and acquisitions.

With our team, you can be assured you are represented by outstanding, experienced and knowledgeable professionals who will provide you with sound financial, strategic and tactical advice to best achieve a successful transaction.

Matt Kunz
Signal Securities | Financial Advisor

(404) 386-0354 | SignalSecurities.com

I specialize in professional financial services that help you determine your retirement goals, develop a plan of action to reach those goals, implement your plan of action, monitor your progress, and make any adjustments necessary due to either life changes or economic conditions.

Michael Rosenthal
Smith Moore Leatherwood LLP | Franchise & Business Attorney

(404) 962-1057 ext. 1057 | SmithMooreLaw.com

Michael’s practice primarily involves representation of franchise, distribution and licensing, as well as professional and service industry clients, providing day-to-day business counseling and advice, and litigation services when necessary.

Randy Berger
Managing Your Numbers | Owner

(678) 207-7710 | ManagingYourNumbers.com

Managing Your Numbers provides bookkeeping, accounting solutions and data analysis for small to medium size businesses. Utilizing QuickBooks software, we can help business owners improve their financial performance and optimize their office efficiencies. As Certified QuickBooks ProAdvisors we can help you navigate through the accounting process more accurately and efficiently throughout the year. While we don’t provide tax filing services, we can prepare your company for the process. Keeping your books accurate and ready for tax filing saves money when it’s time to meet with your CPA.

Richard Kirby
Executive Career Consultant | Executive Impact, Inc.

(678) 547-0072 | ExecutiveCareerConsultant.com

I help mid-level and senior-level corporate executives get paid what they are worth in terms of income and quality of industry/employer/culture/boss/etc. A review of my 25+ recommendations on LinkedIn will provide insight into how I accomplish this through my copyrighted, systematic process that provides better results faster. Feel free to request a free, no obligation initial consultant if you are serious about improving what you’re getting out of your career.

Richard Shafritz
Shafritz & Dean | Real Estate Attorney

(404) 272-5871 | Shafritz-Dean.com

At SHAFRITZ & DEAN LLC we work to ensure that each real estate closing that we conduct is executed at a level that exceeds our closing parties expectations. Our motto: “Everyone Walks Away Happy!” SHAFRITZ & DEAN LLC is a growth-oriented firm focusing primarily on the residential and small commercial real estate market in northern Georgia.

Robby Robinson
Robinson Real Estate | Real Estate Broker/Owner

(770) 354-8950 | ExpectMoreNow.com

Meet Robby, Broker/Owner with 20 years of experience helping clients buy and sell residential real estate in Atlanta GA. and surrounding areas.

Robert Rosner, CLU
Rosner & Associates | Life Insurance

(404) 683-0899

I work with individuals, professionals and business owners. I offer 40 years of professional experience. I am an independent broker. I work with other life insurance agents, property and casualty agents, and financial planners to assist their clients with their insurance needs.

Tom Salata
Salata & Reese, LLP | Criminal & Family Attorney

(770) 408-7004 | SalataReese.com

Salata & Reese, LLP, in Alpharetta, Georgia, provides aggressive legal representation for people facing challenging legal problems in the areas of family law and criminal defense. Learn more on AVVO.

New Member Presentation
Open Seat

At PRG we have prospective members attend a few meetings to get to know the group. Once they are comfortable with joining, the final step is to present themselves and their business to the PRG members. After the presentation members vote on accepting the prospective member.

Will Nobles
Vector Choice | Founder/CEO

(678) 701-0212 | VectorChoice.com

Will Nobles founded Vector Choice Technology Solutions Corporation in 2008. He holds two degrees in Technology with multiple certifications in the technology industry. He has 20 years working experience in the Technology field. He has worked for a range of companies from large fortune 500 companies to small firms.