Contact Us

200 Ashford Center North, Suite 400

Atlanta, GA 30338

Karen J. Lee: 770.353.6312
Jessica N. Callaham: 770.353.6383

fax: 770.353.6338

Call Jessica Callaham at 770-353-6383 or email to book an appointment.

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About Us

You can be sure you are working with someone who has passed a stringent vetting process.

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We use a variety of insurance
and investment vehicles to
help you implement your
planning strategies.

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In The News

Karen Lee is a frequent guest
on CNN Newsroom and her 
articles have appeared in
many publications.

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