Bob is a 1976 graduate of Vanderbilt University. After a five-year stint with Ralston Purina, he returned to his beloved North Georgia to join Carson Advisory. After satisfying licensing requriements in 1987, he began serving as branch manager reponsible for the day-to-day operations. Bob's concentration is asset management.

George has been a Financial Advisor since 1988, and a CERTIFIED FINANCIAL PLANNER^™ professional since 1994. Prior to 1988, he worked in the financial industry, including the banking industry and credit card industry in an operations and consulting capacity. George works with individuals, nonprofit organizations, and businesses helping with their financial planning, retirement planning, estate planning and investing needs. His areas of specialty include wealth accumulation, insurance and planning.

R.J. has a degree in economics from the Terry College of Business at the University of Georgia. Additionally, he holds the Chartered Retirement Plans Specialist designation from the College for Financial Planning in Denver, Colorado. R.J. joined Carson Advisory in 1995 and focuses on 401(k), SIMPLE IRA and other retirement plans.

Wayne is a 1967 graduate of the University of Georgia where he earned a B.B.A. in finance. Upon graduation, he began a career in commercial and consumer lending which spanned nearly 30 years. After leaving SunTrust, he spent two years working with VALIC as a retirement specialist before joining Carson Advisory in 1998.

Jason is a 1998 graduate of the Terry College of Business at the University of Georgia. Before joining Carson Advisory in 2007, he worked for IBM for eight years as a mainframe consultant. Jason focuses on personal financial planning and retirement planning.

Scott has been a financial advisor since 1987. After graduating from the University of North Carolina - Chapel Hill in 1984 with a B.A. in Communications, Scott worked as a producer at CNN Sports in Atlanta before entering the financial services industry. Scott left a 20-year affiliation with Smith Barney to join Carson Advisory and Raymond James in 2008. Scott's specialty is Modern Portfolio Theory/Asset Allocation and retirement cash flow analysis, with a focus on risk management.

Jim has a degree in Banking and Finance from the University of Georgia's Terry College of Business. In addition Jim received a minor degree in Japanese language and literature from the University of Georgia. He has been a financial advisor since 2003 and specializes in working with individuals, businesses, and non-profit organizations regarding comprehensive financial planning, risk management, and tactical asset management and allocation.

Marge is part of our outstanding administrative and support staff, which has more than 40 years of combined experience in the financial services industry. All of our staff are well-versed in the administrative requirements involved with all aspects of our services.

Lindsey is part of our outstanding administrative and support staff, which has more than 40 years of combined experience in the financial services industry. All of our staff are well-versed in the administrative requirements involved with all aspects of our services.

Holly is part of our outstanding administrative and support staff, which has more than 40 years of combined experience in the financial services industry. All of our staff are well-versed in the administrative requirements involved with all aspects of our services.

Elizabeth is our intern from the Terry College of Business at the University of Georgia.