Our Team

CHRIS ELLINGTON, CLU^®, ChFC^®
Certified Financial Planner^®

CHRIS ELLINGTON
CFP, CLU, ChFC

Chris specializes in estate planning and helping to maximize wealth utilizing velocity of money principles. Chris has earned his success by helping his clients understand how millions of dollars of wealth may be transferred away from them unknowingly and implementing strategies that can help recover those losses. In addition to his strong emphasis on personal, estate planning, and asset protection, Chris is also experienced in planning for the financial maximization of small businesses and business owners.

Chris graduated from Auburn University in 1980 and received his degree from the School of Business. During 1989, he furthered his education by earning both the CLU and ChFC designations. Chris has also completed the rigorous experience and ethical requirements of the International Board of Standards and Practices for Certified Financial Planners, Inc. (IBCFP), including coursework and certification exams in the financial planning process, risk management investments, tax planning and management, retirement and employee benefits, and estate planning. In 2001, Chris also received his Certified Financial Planner (CFP) designation.

GRANT E. SEGAL
CRPS

GRANT E. SEGAL, CRPS^®
Financial Representative

Grant has been providing sound financial advice to his clients since 1994. He graduated with a BS degree from Florida State University where he competed on the varsity swimming and diving team.

Grant furthered his education by earning his Chartered Retirement Plans Specialist^® (CRPS^®) designation from the College for Financial Planning.

Grant lives in Cumming with his wife Cindy and their children Makenna and Griffin . Active in his community, Grant has been coaching children in the sport of springboard diving since 1988. He also manages the Atlanta Diving Association.

STAN HELM

STAN HELM
Registered Representative

Stan has been providing financial knowledge and solutions to individuals and business owners since 1993. He graduated from Bowling Green State University in 1991 with a degree in finance.

Stan and his wife, Lori and their two children, Nicolas and Anika live in Alpharetta and are members of the Church of the Redeemer. Stan enjoys playing golf and spending time with his family.

JIM DYKES

JIM DYKES
Financial Representative

Jim Dykes joined our firm in 2003 after a long, successful career in the telecommunications industry. He holds engineering degrees from Georgia Tech and Stanford University, and an MBA degree from Georgia State University. He received a Graduate Certificate in Personal Financial Planning from Georgia State in 2004 and has passed the exam required to receive the Certified Financial Planner designation.

Jim lives in Cumming with his wife, Sandra, and they have two daughters. He enjoys playing tennis and golf and is a member of Johns Creek Baptist Church and the Polo Golf and Country Club.

KRISTIN ELLINGTON

KRISTIN ELLINGTON
Licensed Agent

Kristin is the newest addition to WealthCreation Atlanta. She graduated with a degree in Finance from Auburn University where she was a cheerleader for three years. She is now heading up New Client Relations at WCA.

KAREN YOKLEY
Client Relations Coordinator

Karen begin working with Chris Ellington in January 1995. Karen and her husband, Clark moved from Cincinnati, Ohio in 1987 and live in Roswell with their daughter, Kristine. They attend North Point Community Church in Alpharetta.

LAURIE LENKE
Administrative Support

Laurie joined WealthCreation Atlanta in 2002. She assists in the employee benefits department. Laurie and her husband Mark live in Alpharetta with their twin daughters, Kate, Sarah and Emily.

Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS), 5040 Roswell Road, Atlanta, GA 30342, 1-800-366-0839. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor. Financial Representatives, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian.

WealthCreation Atlanta, LLC are not an affiliates or subsidiaries of PAS or Guardian. Peachtree Planning Advisors is an independent registered investment advisor.

PAS is a member of FINRA, SIPC.

The financial representatives of WealthCreation Atlanta, LLC are not licensed to sell insurance in all 50 states. To find out if an agent is licensed in your state, please contact Karen Yokley 770-998-5327.

Neither Guardian, nor its subsidiaries, agents or employees provide tax or legal advice. You should consult your tax or legal advisor regarding your individual situation.

Registered Representative of Park Avenue Securities LLC (PAS), 5040 Roswell Road, Atlanta, GA 30342. Securities products and services offered through PAS, 1-800-366-0839. Field Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian.

WealthCreation Atlanta, LLC is not an affiliate or subsidiary of PAS or Guardian.

PAS is a member of FINRA, SIPC.

The Registered Representative is not securities licensed in all 50 states and the material is strictly intended for individuals residing in those states. No offers may be made or accepted from any resident outside these specified states. To find out if the Registered Representative is licensed in your state, please contact Karen Yokley 770-998-5327.

All information and data obtained by yourPFO is provided by sources external to yourPFO. yourPFO is not affiliated with or endorsed by the Guardian Life Insurance Company, Park Avenue Securities LLC or any subsidiary or affiliate thereof. All account values and other data provided as part of a yourPFO report, reflect those values and data provided by external sources. While every effort will be made by yourPFO to ensure reports accurately reflect the data received, there can be no assurance of 100% accuracy and as such, you should always rely upon the data received from its direct source.

Links to other sites are for your convenience in locating related information and services. This Agency, The Guardian Life Insurance Company of America (Guardian) and Park Avenue Securities, LLC (PAS) do not maintain these sites and have no control over the organizations that maintain the sites or the information, products or services these organizations provide. Although this Agency, Guardian and PAS believe that the information from these organizations is reliable, we cannot guarantee its completeness or suitability for any purpose. Accordingly, this Agency , Guardian and PAS expressly disclaim any responsibility for the content, the accuracy of the information or the quality of products or services provided by the organizations that maintain these sites. This Agency, Guardian and PAS do not recommend or endorse these organizations or their products or services in any way.