Peachtree Planning is proud to announce that Russell Bolton, Dustin DeMerseman, Irma Montes, Jay Patel, and Molly Bruning have been recognized as NAIFA-Georgia 2026 Top Advisors Under 40. This honor recognizes emerging leaders in the financial services industry who are making a difference through client service, professional excellence, and community impact. Their dedication to helping individuals, families, and businesses build stronger financial futures reflects the values and culture we strive to uphold every day at Peachtree Planning. Congratulations to each of these exceptional advisors on this well-deserved recognition. Russell Bolton Molly Bruning Dustin DeMersseman Irma Montes Jay Patel https://lnkd.in/e4_x-QpX #PeachtreePlanning #FinancialServices #Leadership #NAIFAGeorgia #TopAdvisorsUnder40 #FinancialPlanning
Peachtree Planning
Financial Services
Atlanta, Georgia 2,311 followers
Empowering people to create generational impact. The path to confidence and clarity starts with getting the guidance you
About us
Peachtree Planning provides comprehensive financial guidance to individuals, families, and business owners. We help clients create, implement, and maintain personalized strategies designed to help maximize their time, money, and long-term impact. We work with individuals, families, and business owners at all stages of life—from those just getting started to those planning for retirement and beyond. Our clients are looking for a long-term relationship to help them make confident financial decisions. Peachtree Planning is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 5600 Glenridge Drive, Suite 600 East, Atlanta, GA 30342, ph# 404.260.1600, PAS is a wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. 8894313.1 Exp. 4/28
- Website
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http://www.peachtreeplanning.com
External link for Peachtree Planning
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Atlanta, Georgia
- Type
- Privately Held
- Founded
- 1987
- Specialties
- Financial Planning, Insurance, Financial Services, Wealth Management, Financial Education, Financial Planning, Financial Roadmap, and The Living Balance Sheet
Locations
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Primary
Get directions
5600 Glenridge Dr NE
Suite 600 East
Atlanta, Georgia 30342, US
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101 Westpark Drive, Suite 310
Brentwood, TN 37027, US
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3500 Blue Lake Dr
Suite 220
Birmingham, Alabama 35243, US
Employees at Peachtree Planning
Updates
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Our own Sarah Dozier, Disability Income Specialist and Life Brokerage Manager, presented at the NAIFA Northeast Georgia Luncheon in celebration of May’s Disability Insurance Awareness Month. We appreciate the opportunity to help educate and empower NAIFA Georgia attendees on the importance of protecting income and planning for life’s unexpected moments. Thank you for the opportunity for Sarah to present at this great event and for meaningful conversations around financial protection and security. #DisabilityInsuranceAwarenessMonth #FinancialPlanning #IncomeProtection #PeachtreePlanning
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Most business owners are focused on one thing: getting more customers. But long-term value isn’t built in acquisition—it’s built in retention. A business where customers stay, expand, and refer others is fundamentally more valuable than one constantly chasing the next sale. That’s where multiples grow. But here’s the catch: When the customer experience depends entirely on the owner, that value quickly erodes. The real opportunity? ✔ Turn customer satisfaction into a growth engine ✔ Build systems that deliver value consistently ✔ Reduce owner dependence while increasing retention Because a business that compounds from within is the one buyers pay a premium for. https://lnkd.in/eDwMguVu #BusinessOwners #CustomerExperience #BusinessValue #ExitPlanning #Entrepreneurship #PeachtreePlanning
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So proud of our Peachtree Planning Team! Russell Bolton Molly Bruning Dustin DeMersseman Irma Montes Jay Patel
Congratulations to the 2026 Top Advisors Under 40 of Georgia!
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Understanding the value of your income is the first step to protecting it. Your income is more than just a paycheck—it’s a long‑term financial asset that could be worth millions over the course of your career. The question is: how protected is it? Talk to your financial advisor to learn how disability insurance can help protect that income.
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