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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

The USPG Team

Glenn Williams, CLU, ChFC, CFP®

President

770-395-9595

877-397-5137

glenn@usplanning.com

Part of my role is to look over the horizon for trends, opportunities and obstacles and to communicate these to our advisors. As examples, we promoted holistic financial planning as a way to better advise clients and to build...
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Kristy Lungwitz

Practice Relationship Manager

770-395-9595

877-397-5137

kristy@usplanning.com

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