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Allison jumped on the opportunity to work alongside her dad and brothers when it presented itself in 2014. As a Medicare agent, she works with clients to review their health care plans during enrollment periods and make sure they have the best plan to fit their needs. She also works throughout the year to stay up to date on changing Medicare rules and regulations.
Allison earned her associate’s degree from Truett McConnell University. She also holds her life and health insurance licenses.
Allison and her husband, Sean, live in Roswell, Georgia, with their goldendoodle, Gus Gus, and cat, Harry Hood. She enjoys spending time with family and friends, reading, marathon training, working out, taking in live music and cooking.
After growing up watching his father help people plan for the future, Andrew followed in his dad’s footsteps and joined the family business in 2019. He most appreciates the opportunity to help other families find solutions to manage risk and volatility and take the worry out of their retirement.
For anyone who hasn’t done financial planning, Andrew says it’s never too late to start saving for retirement. “Don’t focus on what could have, should have or would have happened,” he says. “Focus on what you can control instead.”
Andrew graduated with honors from Georgia State University, where he earned his political science degree with a pre-law concentration. He also has passed the Series 65 securities exam and holds life and annuity insurance licenses.
Andrew is engaged to Savannah, and the couple plans to marry in May 2024. Outside of the office, Andrew enjoys golfing, going to concerts, supporting Atlanta sports and playing with his two goldendoodles, Jack and Lincoln.
Mark served in the U.S. Air Force before joining the family business in 2011, inspired by his father’s passion for helping people. His attention to detail is put to good use as he manages the operational side of the business, making sure all client requests are always completed accurately and efficiently.
As an Investment Advisor Representative, Mark has passed the Series 65 securities exam and holds life and annuity insurance licenses. He also earned his associate’s degree from Park University.
Mark and his wife, Katie, live in Flowery Branch, Georgia, with their daughter, Kaleigh, and pitbull mix, Larry. When he’s not at work, Mark enjoys date nights with his wife, taking in a movie or going to dinner. He also enjoys rooting for the University of Georgia Bulldogs, Atlanta Braves and Atlanta Falcons.
After growing up watching his father help people plan for the future, Andrew followed in his dad’s footsteps and joined the family business in 2019. He most appreciates the opportunity to help other families find solutions to manage risk and volatility and take the worry out of their retirement.
For anyone who hasn’t done financial planning, Andrew says it’s never too late to start saving for retirement. “Don’t focus on what could have, should have or would have happened,” he says. “Focus on what you can control instead.”
Andrew graduated with honors from Georgia State University, where he earned his political science degree with a pre-law concentration. He also has passed the Series 65 securities exam and holds life and annuity insurance licenses.
Andrew is engaged to Savannah, and the couple plans to marry in May 2024. Outside of the office, Andrew enjoys golfing, going to concerts, supporting Atlanta sports and playing with his two goldendoodles, Jack and Lincoln.
Inspired to help individuals understand the difficulties of preparing for retirement, Shaun entered the financial services industry in 2018 and joined The Lloyd Group, Inc. the next year. Shaun is a financial professional who can offer insurance products and services. He earned his bachelor’s degree in business administration in finance from the University of North Georgia. In addition to case design, Shaun’s role at the firm includes performing internal audits of trade accuracy, regularly reviewing files and accounts, and assisting with other client services.
Shaun and his wife, Michelle, are longtime residents of Buford, Georgia, where they live with their three children, Lucas, Owen and Chloe. The family also has two dogs: Lily and Loki. Shaun enjoys any time he gets to spend with his family, with his other hobbies including football and golfing.