John Essigman

John is a fee-only investment advisor and financial planner with a passion for helping families achieve their personal, business, and financial goals. He first entered the financial services industry in 2004 to pursue a life-long ambition of building a private practice. John’s career spans more than 30 years in business and he brings broad experience to his Financial Wellness practice.

John holds a bachelor’s degree in business management from Saint Leo University and is pursuing a master’s degree in finance from the College for Financial Planning. John is originally from Southwest Texas and is a US Marine Corps Veteran. When he's not studying or working, John enjoys spending time with his wife, Glenda, and their children.

Glenda Essigman

Glenda Essigman serves as our business consultant and is on our Board of Directors.  She is a Certified Project Management Professional and brings more than 20 years of experience in Information Technologies, Application Development, Manufacturing, Supply Chain, and Human Capital Management.  Glenda has a broad understanding of corporate business systems, accounting, and processes within the food & beverage, apparel, and heavy equipment industries. Glenda is a native of Cleveland GA.

Savannah Essigman

Savannah Essigman serves as our Customer Relationship Manager and is on our Board of Directors.  She has an exceptional ability to connect with people and works diligently to improve client communications.  Currently enrolled at North Georgia Technical College, she excels in mathematics, engineering, economics, and finance.  She is also preparing for the Series 65 Investment Advisory exam.  Savannah possess a flair for art, is a natural entrepreneur, runs several small retail businesses, and holds an award for District Project Achievement.

Yvette Chavez

Yvette and her husband Ricky have owned and operated their own family business for over a decade.  She is a person with a passion for integrity and quality work.  Beyond running a business and raising a family, she is completing her bachelor’s degree in Accounting and will continue on in pursuit of a graduate degree in finance.

Her life’s work is in educating and helping others understand personal finances  with the goal of making it accessible to everyone.  Yvette is a teacher at heart, and to her, the first step in any financial plan,  insurance coverage, or investment portfolio is in helping her clients understand what they are buying.

Dr. Sterling V Jasper Jr

Sterling is a highly accomplished wealth manager with over twenty years of experience servicing high-net worth families.   His innovative accomplishments were acquired having served in a variety of senior level positions with major financial institutions.  He was previously employed as Manager of Advisor Operations for Merrill Lynch (NYC) and Director of Franchise Operations for American Express (NE).