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

(706) 669-3333 |

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 |

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 |

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 |

“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 |

David Shavzin, CMC
Get On The Value Track | Exit Planning, Consulting & Coaching

(770) 329-5224 |

I created The Value Track to help business owners build value and maximize the sale of their business. We typically get so caught up in the day-to-day that we lose sight of what makes a successful transaction – building value – and are unprepared when the time comes to sell. I guide business owners through a proven, 7-step process that builds value and makes their company more attractive to potential buyers so that they can make this important transition on their own terms.