Your trust. Our expertise.

Our responsibility to our clients comes first. From financial management to retirement solutions, our insight and financial strategies can help make your investment goals a reality.

Make an Appointment

James T. Greenwell, ChFC

Senior Partner & Director of Advanced Design

770-352-2201

jgreenwell@strategicplanninggroup.com

David M. Wash, CPA, NSSA

Senior Partner

404-931-7133

dwash@strategicplanninggroup.com

Al Dickens, III

Senior Partner & Director of Training

704-362-6780

704-366-5851

al@strategicplanninggroup.com

Fulton Lewis

Associate Partner & Financial Professional

770-855-9033

fulton@strategicplanninggroup.com

Joseph Lady

Financial Advisor

864-915-6488

Joe@strategicplanninggroup.com

Heather Duhon

Financial Professional

864-561-1281

Heather@strategicplanninggroup.com

Partnering together to achieve more.

Have a Question?

Reach out to us, and we can prepare a strategy for you.