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Associates

Jon Baker, CFP®

David Casselman, CPA

Walter Duminski, CPA

Scott Fortson, CFP®

Karol Lunsford, CFP®, ChFC, MBA

Steven Markel, AAMS

Alfredo Mesa, CFP®

Mike Monroe, CLU

Wesley N. Price, CFP®

Paul Ragone, AWMA, AAMS

Worden, Rechenbach & Brooke

Ali Swofford, ChFC, CLU

Glenn Williams, AIF®, CLU, ChFC, CFP®

About Us
  • Our Associates
  • Our Location
  • Individuals & Families
  • Businesses
  • Nonprofits
  • Join Us
  • Featured Links
  • Tell A Friend
Contact Us

400 Perimeter Center Terrace NE
Suite 900

Atlanta, GA 30346

Phone: 770-395-9595
Fax: 877-397-5137

glenn@usplanning.com
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U.S. Planning Group, Inc. ® is a Georgia state licensed corporation whose primary business location is Georgia.  Affiliated associates are restricted to offer securities/advice only in certain states for which they are appropriately licensed or registered.  Some registered representatives may not be licensed in all states. Please see the individual representative's website to see where they are licensed to offer services.

Securities and Investment Advisory services offered through Woodbury Financial Services, Inc., a Registered Investment Advisor.  Member FINRA, SIPC.  U.S. Planning Group, Inc. and Woodbury Financial Services are unaffiliated entities.