Greg has well over 30 years of experience in helping affluent business owners and individuals define and achieve their estate and financial objectives. More recently, Greg’s mission has been on helping other advisors serve with excellence when addressing insurance matters with their clients. Greg holds a Juris Doctor degree from American University in Washington, D.C. and a Business degree from Bucknell University in Pennsylvania. He has worked as an attorney-advisor for the United States Securities and Exchange Commission helping to ensure fair treatment of consumers in their pursuit of investment products and strategies.
Greg was a contributing writer in the book, Life Insurance: How To Use It To Your Client's Advantage, published by the AICPA. He is a non-practicing attorney and holds the professional designations of Chartered Life Underwriter, Chartered Financial Consultant, Retirement Income Certified Professional, Certified in Long Term Care, and a Certified Kingdom Advisor.
Mid-career, Greg served as senior Vice President for Development at Walk Thru the Bible Ministries. This two year experience helped Greg gain a far better understanding of charitable planning and an appreciation for the challenges faced by non-profit entities.
Part of the effort to serve advisors can be seen in Greg’s participation as a Charter Member of Kingdom Advisors, a Kingdom Advisors Champion, and as a Premier Sponsor of the organization.
Greg lives outside of Atlanta with his wife of over 40 years, Mary, and has three adult children and three grandchildren.
Seth has been part of AdvisorServe since its inception and is instrumental when it comes to designing illustrations for life insurance, long term care, and disability. He also specializes in policy audits and evaluating current life insurance coverage.
He received a B.S. in Philosophy and Religion from Toccoa Falls College, a Certificate in Financial Planning from the Terry College of Business at UGA, is a CERTIFIED FINANCIAL PLANNER™ professional, earned the CLTC designation, and also has insurance licenses across almost all 50 states.
Seth lives outside of Atlanta with his wife, Brooke, and their three sons. In his spare time he can be found either coaching his children’s soccer teams, watching the Braves, or spending family weekends at the farm.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Zach is the newest member to Advisor Serve but has been working in the life insurance industry for a little over three years. Zach is the Swiss-Army knife of the group as he has a lot of tools at his disposal to accomplish any task. He currently holds a Georgia Life & Health license as well as his FINRA Series 6 & 63 licenses.
Before his career in the financial industry, Zach spent eight years in the Army as an Aviation Operations Specialist where he had the privilege to not only serve our country, but also travel the world–from all corners of our country and even parts of Asia.
Zach, his wife (Sarah), and their four sons accidentally bought a house on HGTV, allowing them to finally plant roots in North Georgia. Now they enjoy the little things in life like swimming in the pool, going to the skatepark, and hiking.
Turner serves as Director of Operations for AdvisorServe, providing organizational and administrative oversight. He joined the firm in 2015 after 9 years in local church youth ministry. He’s the first point of contact for most advisors and insurance applicants and handles details and grunt work with gusto!
Husband to Alisha and a father of 5, what little hair he has will be turning gray very soon! Outside of the office, Turner coaches baseball, carries heavy backpacks and giant logs with the men of F3 Cherokee, enjoys fishing, camping, and woodworking. He and Alisha have been foster parents for over a decade and serve as group leaders at their church.