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MEET OUR TEAM OF FINANCIAL PLANNING PROFESSIONALS

CHRIS ELLINGTON, CLU®, ChFC®, RICP®, CFP®

Certified Financial Planner®

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. In 2015 Chris earned the designation of Retirement Income Certified Professional (RICP).  This designation qualifies him in advising and counseling clients about retirement panning.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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, business owners and dental professionals.

Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.

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 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.

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.

STAN HELM

Registered Representative

I grew up in Wheaton Illinois, just outside of Chicago. I come from a big family, as I am one of seven kids. My parents taught us the importance of faith, integrity, a good work ethic, and to always think about helping others.

One of my first jobs was working with my sister delivering newspapers when I was in the 5th grade. Every morning at 5:15 am, seven days a week, we folded, stuffed, and delivered papers on our bicycles. That paper route turned into four paper routes. We had so many papers to deliver that our Dad had to drive us around in his car because our satchels weren’t big enough to carry all of the papers on our bikes. I worked the paper routes until my family moved my sophomore year of high school. We moved two more times after that, granting me the unique privilege of attending three high schools in four years. I played three sports, and loved them all: football, basketball and baseball.

It’s no secret that I am a man of faith. I believe that God instilled in me a desire to help people in the financial arena. The first book I ever bought (with my own money of course) was, “How to Buy Stocks.” Having made money, saved money and even loaned money at an early age, I knew when I went to college that my major would be geared toward managing money.

In 1991, I graduated from Bowling Green State University with a degree in Finance. I immediately started my career with Northwestern Mutual. In 1992, I became an advisor with Vantage Financial Group where the focus was on comprehensive financial planning. In 1994, I moved to Atlanta and joined Peachtree Planning Corporation where I am privileged to hold a Vice President position today. During this time, I also became Senior Partner of Wealth Creation Atlanta, an affiliation of Peachtree Planning.

My Client base is currently spread out amongst the majority of the states. I’ve been recognized as one of the top advisors in the city of Atlanta by “Atlanta Magazine.” I have also won numerous awards within Peachtree Planning and various other financial institutions.

I met my wife Lori in 1996. We married in 1997 in her hometown of Old Towne Alexandria, VA.

By 2003 we felt led to go to Russia and adopt. We have two children, Nicholas and Anika, both from the Vladivostok region. We currently live in Milton and are members of Roswell Community Church where I serve as a Deacon. My family is a priority and I enjoy spending as much time with them as possible. In my spare time, I enjoy playing golf.

My passion: As long as I am able to earn the trust of my clients, I will continue to help educate others by creating financial harmony and simplicity.

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.

BRIAN HOLMES, RICP®

Financial Representative

Since 2009, Brian has built an advisory business which provides thorough and comprehensive financial guidance to clients across the country. He works primarily with business owners, as well as corporate executives and professionals. He also works with educators on ways to maximize their future pension payments.

For the business owner, Brian and WealthCreation Atlanta (WCA) design and implement executive compensation strategies intended to reward and retain top company talent. Additionally, they provide top-notch solutions and service in 401k-plan management and group life, disability and health insurance. Expertise in these areas allows business owners to focus on growing their company profitability. Finally, as business owners prepare to sell or leave their business, Brian and WCA help them maximize the after-tax profitability of that exit.

With executives and professionals, Brian helps simplify and add structure to the retirement savings and investing path. Many people are unsure if they are saving enough, and if that savings is being allocated to the right buckets. Through his educational advisory process, Brian empowers people with financial knowledge and confidence. With this confidence, families can more effectively maintain a financial path that works for their goals.

With teachers, Brian uses their personalized pension data to help them better understand their future pension options. Once those options are clearly understood, Brian helps implement strategies that might allow for increased pension payouts in the future.

For all three of these categories, Brian helps clients transition from “working for money,” to having their money work and generate income for them. For many people, this income-generation time is “retirement.” For others, it may be the time after sale of a business—even earlier in life—when income is needed to pursue other passions and interests.

For six straight years (2013-2018), Brian was recognized by NAIFA as one of Atlanta’s top financial advisors under 40 years old. And while metro Atlanta is his current home, he carries securities and insurance licenses in multiple states.

Brian began his college career at the U.S. Naval Academy, and graduated from Samford University in Birmingham, Alabama. After college, he spent five years playing professional football in the NFL, CFL and NFL Europe. He lives in Chamblee, Georgia, with his beautiful wife, Jillian.

KRISTIN STAINBACK

Licensed Agent

Kristin joined WCA in 2007. She graduated with a degree in Finance from Auburn University where she was a cheerleader for three years. Her expertise is working with Dental and Construction professionals.

KAREN YOKLEY

Vice President – Client Services

Karen began working with Chris Ellington in January 1995. She enjoys the daily client contact, as well as the administrative support she provides to the financial advisors. She and her husband Clark currently live in Ball Ground, GA.

LAURIE LENKE

Administrative Support

Laurie joined WealthCreation Atlanta in 2002. She assists in the employee benefits department. Laurie and her husband Mark live in Milton. They have 3 daughters, 2 son in laws, and 1 granddaughter. In her spare time, she enjoys volunteering at a cooking school, gardening, and spending time with her family.

HEATHER MOSTYN

Administrative Support

Heather joined the WCA team in 2015 providing sales support and client service. Heather has a strong financial services background, working over 10 years at Morgan Stanley in the Margin and Legal departments and as a Branch Operations Manager.

She is active in her church, St. Peter Chanel, working with the middle and high-school youth groups and assisting special needs families. She is a Founding Board Member of the East Cobb Chapter of National Charity League, Inc. Heather also serves as Committee Chair on the Marketing Committee for Mill Springs Academy in Alpharetta.

She and her husband, Denny, live in Roswell with their two children, Holly and Nathan, and border collie, Dooley.

Marianne Downing

Vice President – Business Development

After being a WCA client for 6 years, Marianne joined our team in October 2017. She attended the University of Georgia and spent 30 years in the Telecommunications field with BellSouth and AT&T. She is now managing new client relations and WCA marketing.
Marianne and her husband Kevin live in Loganville. They have two sons, one daughter in law, and two granddaughters that live in Winder.