Our Community Of Financial Associates

Find an Associate

Alden Hill
Amie Bligen
Brittany Gurley
Bryan Keenan, CFP®
Carolyn Burgin, MBA
Craig Peter MacKenzie
Curt Spinney, CFP® RICP®
Darrie Schlesinger
Darryl Hicks
Debbie Dorman
Devin Stewart
Gary Eastridge
Ginger Griffith, CFP®
Hillory P. Burkett, Jr., CFP®
Hyejin Park
Ira M. Isaacs, ChFC®
Jacob Autry
Jaquelin Ramos Arriaga
Jessica Yi
Joey Patterson
John W. "Butch" Poss
Lingzhi Shen
Luke Henderson, MBA
Mark Vosk, ChFC
Matthew Keiss
Megan Harris
Michael Cox
Michael Robinson
Michelle Shields
C. Peter MacKenzie, Jr.
Peter Truong
R. Hunt Purdy, CFP®
Reginald Beason
Rose Ann McDonald
Scott Vetten
Shawn Brown
Shyam Mohammed
Stephen R. Carmody, J.D.*
Sunil Sachdeva
Thomese Scales Baranco
Tony Farrar, CLU, CHFC
TrueOak Financial Partners
Wei Li

Our Leadership Team

Peter Truong

CEO

770-512-5100

770-512-5155

peter@truoakfp.com

Rose Ann McDonald

Managing Director of Strategic Initiatives

770-512-5108

770-512-5155

rmcdonald@truoakfp.com

Matthew Keiss

Managing Director

770-512-5118

770-512-5155

mkeiss@truoakfp.com

Michelle Shields

Managing Associate

770-512-5100

770-512-5155

mshields@truoakfp.com

Hyejin Park

Managing Associate

770-512-5100

770-512-5155

hpark@truoakfp.com

Shawn Brown

Managing Director

913-221-3111

770-512-5154

brown_shawn@nlgroupmail.com

Advisor Operations and Staff

Scott Vetten

Operations Manager

770-512-5110

770-512-5155

svetten@truoakfp.com

Lingzhi Shen

Agency and Client Services

770-512-5100

770-512-5155

lshen@truoakfp.com

Alden Hill

Director of Recruiting

470-432-7780 (voice only)

ahill@truoakfp.com

Brittany Gurley

Licensing and Onboarding Coordinator

770-512-5145

770-512-5155

bgurley@truoakfp.com

Our Associates

Amie Bligen

Financial Professional

770-512-5100

770-512-5155

abligen@truoakfp.com

Bryan Keenan, CFP®

Financial Adviser

770-512-5103

770-512-5155

keenan_bryan@nlgroupmail.com

Carolyn Burgin, MBA

Financial Planner, Investment Adviser Representative, Equity Services, Inc.

770-512-5100

770-512-5155

cburgin@truoakfp.com

Craig Peter MacKenzie

Financial Professional

770-512-5151

770-512-5155

cmackenzie@truoakfp.com

Curt Spinney, CFP® RICP®

Financial Advisor

770-512-5183

770-512-5155

cspinney@truoakfp.com

Darrie Schlesinger

Financial Advisor

7705125100

770-512-5155

dschlesinger@truoakfp.com

Darryl Hicks

Financial Advisor

770-512-5100

dhicks@truoakfp.com

Debbie Dorman

Financial Advisor, CDFA®

770-377-4941 (voice only)

770-512-5155

ddorman@truoakfp.com

Devin Stewart

Financial Professional

773-988-0865

770-512-5155

dstewart@truoakfp.com

Gary Eastridge

Financial Professional

770-512-5100

770-512-5155

GEastridge@truoakfp.com

Ginger Griffith, CFP®

Financial Advisor

770-512-5100

770-512-5155

ggriffith@truoakfp.com

Hillory P. Burkett, Jr., CFP®

Financial Advisor

770-512-5116

770-512-5155

hburkett@truoakfp.com

Ira M. Isaacs, ChFC®

Vice President

770-512-5100

770-512-5155

IIsaacs@truoakfp.com

Jacob Autry

Financial Representative

770-512-5100

678-977-4396 (voice only)

770-512-5155

Autry_Jacob@nlgroupmail.com

Jaquelin Ramos Arriaga

Financial Professional

351-201-0514

jrarriaga@truoakfp.com

Jessica Yi

Financial Professional

770-512-5100

770-512-5155

jyi@truoakfp.com

Joey Patterson

Financial Professional

770-512-5100

770-512-5155

jpatterson@truoakfp.com

John W. "Butch" Poss

Financial Advisor

770-921-7408

770-921-9545

jbposs@truoakfp.com

Luke Henderson, MBA

Financial Professional

770-512-5100

770-512-5155

lhenderson@truoakfp.com

Mark Vosk, ChFC

Vice President

770-512-5117

770-512-5155

mvosk@truoakfp.com

Megan Harris

Financial Professional

770-512-5107

770-512-5155

megan@nagemgroup.com

Michael Cox

Financial Advisor

770-273-0063

770-512-5155

mcox@truoakfp.com

Michael Robinson

Financial Professional

770-512-5140

770-512-5155

mrobinson@truoakfp.com

C. Peter MacKenzie, Jr.

Vice President

770-512-5127

770-512-5155

peter@mackenziefg.com

R. Hunt Purdy, CFP®

Financial Advisor

770-512-5144

770-512-5154

purdy_hunt@nlgroupmail.com

Reginald Beason

Financial Professional

770-512-5100

770-512-5155

rbeason@truoakfp.com

Shyam Mohammed

Financial Professional

770-512-5161

770512-5155

smohammed@truoakfp.com

Stephen R. Carmody, J.D.*

Financial Advisor

404-384-3961

770-512-5155

scarmody@truoakfp.com

Sunil Sachdeva

Financial Professional

770-512-5100

770-512-5155

sunilsachdeva@hotmail.com

Thomese Scales Baranco

Financial Representative

770-512-5142

tsbaranco@truoakfp.com

Tony Farrar, CLU, CHFC

Financial Advisor

7705125100

770-512-5155

tonyfarrar@farrarfinancialgroup.net

Wei Li

Financial Advisor

770-512-5185

770-512-5155

li_wei@nlgroupmail.com