Connecting People who Care with Causes that Matter

“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.”

—Adam Wilson
Sugarloaf Wealth Management, PAN board chair

Professional Advisors

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

 

Our Goal

Increase the impact that philanthropy can have in our community by partnering with professional advisors and their clients in helping them fulfill their charitable aspirations.

Join now!

Contact Randy Redner at 770.813.3384 or rredner@cfneg.org

PAN Leadership

Adam Wilson

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 serves on the board of The Path Project, Graystone Church and the Community Foundation for Northeast Georgia.

Adam is married and has a son and daughter. He is very active in his church and is an avid golfer.

awilson@swmllc.com  |  770-985-5473

Amy Bray

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.

ahb@coultersierra.com  |  404.554.2071

Jim  Joedecke 

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.

jjoedecke@atclawfirm.com  |  770.513.1622

Scott Phelan

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.

scott.phelan@morganstanley.com678-542-2972 

Nathan Powell 

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.  

nathan@wtp.legal  |  770-236-9433

Professional Advisor Network Listing

Coming Soon!

 

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