“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
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.
firstname.lastname@example.org | 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.
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