At Cobb Community Foundation (CCF), we believe that charitable giving done well can create a lasting impact. We created our Professional Advisors Network (PAN) to bring together professionals who help their clients with their charitable giving. Through the sharing of ideas, expertise and experiences, giving done well is done even better, and for the community, the client, the client’s family, even for the advisor, its impact is magnified.
Benefits of Membership
- Build relationships with and grow your referral network to include the community’s most respected professional advisors.
- Expand your knowledge of charitable giving, legacy building and opportunities for community impact.
- Increase your visibility with inclusion in the PAN member directory on CCF’s website, with a link to your email address.
Expectations of Members
- Incorporate charitable giving discussions into client planning conversations on a regular basis
- Seek out opportunities to expand your knowledge of charitable planning and the benefits of community foundations
- Engage with CCF in some form at least twice annually
- Introduce at least one colleague or allied advisor to CCF each year
Professional Advisors Network Leadership Team
Our PAN Leadership Team consists of leaders in allied advisory fields such as estate planning, wealth advising, accounting, financial planning and insurance who believe that CCF amplifies the impact of charitable giving on themselves, their clients, and on the community they love.
David Fisher
Co-Founder and Chief Wealth Officer
SignatureFD
Chris Gruehn
Senior Vice President
Pinnacle Financial Partners
PROFESSIONAL ADVISORS NETWORK MEMBER DIRECTORY
Elizabeth Burdette | SignatureFD | 404.573.4924
Shelley Elder | Crane Elder Law Firm, LLC | 404.783.2244
Megan Richards Flores | Gregory Doyle Calhoun & Rogers, LLC | 770.422.1776
Bryan Galat | Galat Law Group, LLC | 404.341.5848
Melissa Gilbert | Gregory Doyle Calhoun & Rogers, LLC | 770.422.1776
Robert Petmecky | Petmecky Law Group, LLC | 770.325.7289
Tony Turner | Cohen Pollock Merlin Turner | 770.857.4828
Michael Bohling | HLB Gross Collins, P.C. | 770.433.1711
Donna Briggs | Coker James & Company | 770.790.3404
Bridget Dunk | Bennett Thrasher | 678.302.1487
Kristi Epp | Frazier & Deeter, LLC | 404.573.4026
Nancy Gault | Nichols, Cauley & Associates, LLC. | 678.569.2680
Tammy Guelfo | HLB Gross Collins, P.C. | 678.306.1419
Bob Heuel | Mauldin & Jenkins | 770.980.2360
Joseph James | Coker James | 770.790.3411
Daniel Lee | Dan Lee & Associates, P.C. | 404.371.9846
Todd McMullen | Moore Colson | 770.989.0028
Steven Murphy | Moore Colson | 678.631.3041
Michael Sute | Sute CPAs | 678.202.5953
Tripp Boyer | Boyer Ramey Wealth Management Group | 678.809.1050
Todd Hall | Mariner Wealth Advisors | 404.985.5714
Wade Hill | SignatureFD | 229.805.0036
Jeffrey Jones | Owenby Jones Wealth Management | 678.224.8482
Terri Munro | WA Asset Management | 404.734.1859
Ican Osinjolu | Raymond James | 678.644.7749
Casey Patrick | finoBlue Planning Group | 770.432.7787
Susan Tillery | Paraklete Financial, Inc. | 678.290.3930
Russell Wood | Homrich Berg | 404.459.0032
Gary Bottoms | The Bottoms Group, LLC | 770.425.9989
Hunter Ewing | High Ground Company | 404.520.5125
Walt Helms | Nease, Lagana, Eden, & Culley, Inc. | 770.763.0673
Rhett Zeigler | Magnolia Trust Company | 770.756.6772
Rick Bennett | BT Wealth LLC | 678.302.1414
Michael Covington | Truist Wealth | 404.720.8346
Alan Cox | Ronald Blue Trust | 770.280.6150
Mike DeWitt | Brightworth | 404.760.9000
David Fisher | SignatureFD | 404.253.7610
Susan Godbee | Pinnacle Financial Partners | 470.990.8402
Stacy Haubenschild | Henssler Financial | 770.608.3552
Curtis Kimball | Willamette Management Associates | 404.475.2307
Christine Phelps | Sage Mountain Advisors | 678.882.1330
Casey Smith | Wiser Wealth Management, Inc. | 678.905.4450
Chris Gruehn | Pinnacle Financial Partners | 470.990.8408
Susan Tillery | Paraklete Financial, Inc. | 678.290.3930
PAN Membership Seal
Members of the Professional Advisors Network (PAN) receive a membership seal to display on your website, LinkedIn and other materials. Contact CCFTeam@cobbfoundation.com for further information.
Have questions? Check out our Advisor FAQ page, access our Advisor’s Toolkit or contact Shari Martin, CEO, at 770.859.2329.