Wellspring Wealth is a privately held boutique wealth planning firm that provides sophisticated approaches to issues that impact the lives of wealthy families. Areas of focus include; asset protection strategies, business succession planning, estate planning, insurance and investment advisory services. The firm's advisors work with a nationwide clientele from their headquarters in Alpharetta and also maintain offices in Atlanta.In December of 2016, Wellspring Wealth acquired The Planmark Financial Group. Planmark is a full-service pension consulting firm. We provide a wide array of qualified plan strategies, as well as, non-qualified plans.Motivated executive experienced with leading the financial function for complex and growing organizations. Comprehensive understanding of business planning challenges, strategy initiatives, financial analysis/capital structure requirements and control issues faced by closely held companies. Successfully navigated positive outcomes (acquisition or orderly wind down) of four different companies. Experience of working with entrepreneurs has been transitioned to working with business owners on their company sponsored retirement plans and to individuals on wealth management issues in pursuit of their financial goals.Experienced CERTIFIED FINANCIAL PLANNER™ (CFP®) with substantial experience in corporate retirement plans and investment portfolio construction.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through Wellspring Wealth Management, a registered investment advisor. Wellspring Wealth Management and Planmark Capital Management are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which I am/we are registered to do business, please visit www.wellspringwealth.com