“Our professional advisors network provides high-quality, informational events for professional advisors in our area. It also allows us to collaborate and work together to build a giving base for the area that we live and work in.”
Sugarloaf Wealth Management, PAN leadership team
Since 1999, our professional advisors network has played a critical role in the Community Foundation’s endowment programs. Our network is comprised of attorneys, financial planners, bankers, CPA’s and related professionals – all on a volunteer basis – who desire to help other professionals and their clients connect with the power of giving through the Community Foundation.
Why should you join PAN?
Because when you’re part of the Community Foundation’s Professional Advisors Network, you get:
• Knowledge and Resources – We offer seminars, webinars, email updates and website-based tools to increase your philanthropic knowledge.
• Networking – You’ll associate with like-minded professionals through invitations to PAN seminars, our Good2Give Gala and other special events.
• Opportunity – You will have the ability occasionally to present to various Community Foundation audiences on relevant topics such as retirement and estate planning, gifting strategies, while honoring the relationships between advisors and their clients.
• Recognition – you’re recognized on our web site and in various publications as a PAN member.
• Satisfaction – You get the satisfaction of helping to make the place we all call home just a little bit better, not only for today but for the generations that follo
Adam Wilson is a Principal in the firm of Sugarloaf Wealth Management. Prior to joining the firm he was an advisor with AXA advisors in Atlanta. He is a CERTIFIED FINANCIAL PLANNER ™ professional and has completed Oglethorpe University’s CERTIFIED FINANCIAL PLANNER ™ certificate educational program.
He focuses his practice on all areas of financial planning with specific interest in the areas of Estate Planning, Retirement Planning, and Risk Management. Adam assists the clients of Sugarloaf Wealth Management with their alternative investments including private equity, and commercial and residential real estate
Adam is married and has a son and daughter. He is very active in his church and is an avid golfer.
email@example.com | 770-985-5473
Amy is an attorney at Coulter Sierra. She focuses her practice on real estate, encompassing both residential and commercial closings and extensive experience in community association law, specifically drafting the governing documents for residential and commercial community associations, including mixed use “green”, and age-restricted community documents. She has experience in negotiating and resolving complex covenant and easement issues in developments all over Georgia and throughout the country. She is also a certified mediator and has been brought in to help resolve ongoing litigation involving real estate and community association issues.
firstname.lastname@example.org | 404.554.2071
Jim Joedecke helps lead the Litigation Group of Andersen, Tate & Carr, P.C. His practice is focused in the areas of contract and business litigation, employment litigation (employer and employee) franchising litigation (franchisor and franchisee), condemnation and real estate litigation, bankruptcy, tax appeals and landlord/tenant disputes. Jim represents a variety of businesses and individuals in trial and appellate litigation around the country, as well as before local government boards and agencies, and in mediation and arbitration.
Jim is a 2006 graduate of Leadership Gwinnett. He is a past President of the Rotary Club of Braselton, and has served on the Governing Board for Rotary District 6910. He also serves on the Board of Advisors for the American Cancer Society in Gwinnett County, and was recently appointed to the Board of Directors for the Winder YMCA. Jim currently resides with his wife and three children in Braselton, Georgia.
email@example.com | 770.513.1622
Scott Phelan has over 20 years of financial advising and planning experience. Currently, he is Senior Vice President, Senior Portfolio Management Director & Financial Advisor, at Morgan Stanley where his focus is helping build wealth for high net worth individuals and corporate clients. His core competencies include estate, retirement, insurance and income tax planning strategies. Scott has been part of Morgan Stanley’s prestigious Century Club for the past 3 years; most recently in 2018, an elite group composed of the firm’s top Financial Advisors that recognizes consistent creativity and excellence in providing a wide range of investment products and wealth management services to clients.
Scott is currently a Board of Director for Rainbow Village and Gwinnett Medical Center Foundation. Scott is a guest speaker at the University of Georgia and Emory University. He lives in the Athens, Georgia area with his wife Holly and two children, Lyla and Riley. Scott enjoys running, playing soccer and coaching his kids’ sports teams in his spare time.
Nathan Powell, partner at Powell & Edwards, serves as general counsel for individuals and small businesses for a wide range of legal issues. Nathan focuses his efforts at the firm on civil litigation and estate planning and has served as primary counsel in personal injury cases, contractual and probate disputes, among many others.
In addition to his litigation efforts, Nathan also leads the wills, trusts and estates practice at Powell & Edwards, which includes the review and implementation of estate plans for a wide variety of clients.
In the community, Nathan has been actively involved in the Gwinnett Bar Association, 12Stone Church, and the Advisory Council to the Gwinnett Chapter of the Salvation Army. Nathan has spoken about estate planning and probate matters to the local chapters of the AARP and the Rotary Club, as well as several other private groups.
firstname.lastname@example.org | 770-236-9433
Jerrí Hewett Miller has been in the wealth management and comprehensive financial planning business since 1994. In 1998, she founded Wealth Horizon after becoming a CERTIFIED FINANCIAL PLANNER ™. She holds a Bachelor of Science from the University of North Carolina, the Retirement Income Certified Professional (RICP) designation, and the Behavioral Financial Advisor (BFA) designation.
As an active community member, Jerrí serves on the Board of the Gwinnett Chamber of Commerce and the advisory board of Gwinnett Leadership Organization of Women. Jerrí has also received numerous local and national awards including the 2015 Gwinnett Chamber’s top honors – “Woman Owned Small Business” Pinnacle Award and “Overall Small Business” Pinnacle Award, FIVE STAR Wealth Manager Award from 2014 to 2019 and the Women’s Choice Award for Financial Advisors in 2018.
Jerrí and her husband, Dan, live in Duluth and have one son, Carsen, and a dog, Louie. Outside the office, Jerrí and Dan are avid cyclists and snow skiers.
email@example.com| 770- 840-8440
Dave Cook, Edward Jones Principal, has partnered with his clients for 25
years, providing them with tailored solutions to help them achieve their
financial goals. Dave recently led the metro Atlanta region consisting of
57 Edward Jones branch offices overseeing their growth, health and
He has enjoyed his engagement in the community. Organizations
include: Leadership Gwinnett (Class of 2000) and its committees,
Duluth Development Authority as Chairman, Duluth Merchants
Association as President, Duluth Kiwanis, Johns Creek Symphony
Orchestra as board member, Prince of Peace Catholic Church as
Building Committee Chairperson, and in the late 90’s, Professional
Advisors Council for the Gwinnett Foundation – now the Community
Foundation for Northeast Georgia.
Prior to joining Edward Jones, Dave spent 14 years in the electronics
industry with a Fortune 150 company. He holds a Bachelor of Science
degree in mechanical engineering. He and his wife Christa live in
Lawrenceville and love to travel. They have a married son, Daniel, music
professor at the University of North Texas.
firstname.lastname@example.org | 770-476-5080
Hays Evans is a Senior Vice President and Private Wealth Advisor for Capital Group Private Client Services – working directly with high net worth individuals and families to create customized plans for protecting and growing their wealth, often across multiple generations. He also helps nonprofit foundations and endowments to pursue their long-term financial objectives through effective planning and investment management.
Before joining Capital Group, Hayes was a financial advisor with his family’s wealth management practice, Evans, Watts, and Henshaw (a subsidiary of Wells Fargo Advisors). Hays earned an MBA from Georgia State University and a BA in finance from Birmingham Southern College. His board membership titles include president of the Georgia Securities Association and member for the Georgia Council on Economic Education and Peachtree Road United Methodist Church.
Meredith Hilton started her estate planning firm in 2006 and has since worked with families in the Metropolitan Atlanta Area and across Georgia to assist with their wills, special needs trusts, and other documents. Meredith gained her undergraduate education from Georgetown University and earned her J.D. from Temple University Beasley School of Law, where she was a Beasley Scholar and received the Award for Transactional Excellence.
Meredith is a member of The National Academy of Elder Care Attorneys, The Academy of Special Needs Planners, ElderCounsel, The State Bar of Georgia and Leadership Georgia Class of 2013. She also serves on the Board of Annandale Village, a nonprofit dedicated to providing progressive life assistance to adults with developmental disabilities and acquired brain injuries. She is the mother of a child with Down syndrome and lives just outside Atlanta with her husband and three children.
email@example.com | 404-538-6975
Robin joined RYBD in 2015 as a client service manager and served as the Tax Director beginning in 2016. She earned both her B.S. in Accounting in 1994 and a Master’s of Accountancy in Taxation in 1995 from the University of Tennessee, Knoxville. She became a Certified Public Accountant in 1996 and is currently licensed in both Georgia and North Carolina.
With over 15 years of experience in regards to both individual and business tax planning and compliance, Robin primarily consults with small business owners in regards to their management, operational and financial concerns. She is a member of the AICPA, the Georgia Society of CPAs, and is a 2018 graduate of Leadership Gwinnett. In addition, she serves on the Planning and Zoning Commission for the City of Berkeley Lake and volunteers her time in local community. Robin, her husband Paul and three children reside in the Berkeley Lake area, and she enjoys spending time with her family, running, skiing and spending time outdoors.