“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 board chair
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.
firstname.lastname@example.org | 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.
email@example.com | 404.554.2071
John currently serves as vice president of Investments for Weaver Capital. His primary roles include portfolio management, investment analysis, trade execution and providing personal wealth management counsel to clients.
He is a member of the Weaver Capital Investment Committee where he conducts research and due diligence on investments. He holds a Series 65 License and is a candidate in the Northwestern University School of Business CERTIFIED FINANCIAL PLANNER™ (CFP®) program. John was named a FIVE STAR WEALTH MANAGER™ by Atlanta Magazine in 2014 and 2015. He is a member of Kingdom Advisors, an elite network of financial professionals committed to integrating their faith and practice. He also serves on the Professional Advisors Leadership Committee for The Community Foundation of Northeast Georgia.
Outside of the office, John is a member of Harmony Grove Baptist Church and Laurel Springs Golf Club. John resides in Cumming, Georgia with his wife and sons. Together they established the Castleberry Family Foundation in 2012 with the vision of adding value to the lives of others. In his spare time, he enjoys spending time with his family, golf and sporting events
firstname.lastname@example.org | 678-341-1333
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
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