Check the background of this financial professional on FINRA's BrokerCheck.

OUR STAFF



Jeri P. Brown*
Vice President of Operations


Jeri has been with Yeomans Consulting Group since 2000.  She provides team leadership and directs the office administrative duties for the company.  She oversees client service needs, administers compliance issues and helps our team strive to do their best for our clients. 

Jeri graduated Cum Laude from Kennesaw State University in July of 2000, with a Bachelor of Business Administration in Finance. 

Jeri and her husband Wes have been married since 2001.  They have two daughters and live in Canton.  You can usually find her on a basketball bleacher, watching her husband coach her oldest.

Jeri is a published poetic author and supports the Cystic Fibrosis Foundation and the National Down Syndrome Society.  



Wendy Huynh*
Planning Associate


Wendy has over 10 years of experience in the financial services industry. As a financial planning associate, she is the advisor's "right-hand woman" - attending client meetings, collaborating with the advisor on recommendations, and acting as the client's first point of contact. She enjoys using her knowledge and skills to solve problems.

In 2012, she earned her QKA (Qualified 401(k) Administrator) designation. This credential is offered to retirement plan professionals who work primarily with 401(k) plans. Additionally, Wendy obtained her life insurance license in the State of Georgia.

Outside of the office, Wendy strives to stay active by running 5ks and practicing yoga. She recently completed her first Peachtree Road Race.


Penny Rolle*
Planning Associate 

Penny has been with Yeomans Consulting Group since 2007. As a Planning Associate with 12 years of industry experience, she assists with client-focused Retirement Planning alongside Ted Sanders and coordinates Estate Settlement. Penny continues to exhibit excellent leadership ability with client relationships, meetings and financial report preparation.

Penny and her husband Tommy have 4 girls – Raven, Gianna, Tiffany and Trinity. It is safe to say that she has little to no free time; however, Penny still finds time to work out, run 5k’s, and spending time with her friends and family.  




Angela Waggoner
Client Services Executive

Angela has been a member of our team since April of 2013.  She has over 25 years of experience in the financial services industry.  Angela is Series 7 registered and responsible for processing our clients’ service needs, from new business to distributions. 

Her previous responsibility before joining Yeomans Consulting was as a controller in the Banking Products Group of a global financial services firm.  She is a native of New York and holds a BBA in Finance from Baruch College - The City University of New York.

Angela and her family moved to Kennesaw, Georgia in 2008.  She and her husband, Shannon, have one son, Colton.  Angela is a long distance runner, having completed seven marathons. 


Kevin Bryson*
Data Processing Associate

Kevin started with Yeomans Consulting Group in December 2010, where he is currently an Associate Investment Analyst. Kevin's duties include researching, reporting, maintaining current documentation, and assisting with IT management.

Kevin Bryson graduated Cum Laude from Kennesaw State University’s Coles Business College in December 2015 with a Management B.B.A., an Accounting B.B.A. and a minor in Finance.

Kevin enjoys going to concerts, woodworking, table-top games, and spending time with his family.


* Not registered with Sagepoint Financial, Inc or Yeomans Consulting Group, Inc. YourRetirementCoach™



Amanda Jenkins*
Director of Public Relations and Marketing

A native to Georgia, Amanda joined Yeomans Consulting Group in 2016 when she dove right in and helped relocate the firm. True to her southern nature, she has a love for hospitality and all things hosting. It is her creativity and attention to detail that make her the perfect fit for our team. On the frontline, she plans client events and attends educational seminars, but behind the scenes, she manages our social media, branding, ad compliance, and maintains day-to-day communications with clients, vendors, and the public.

Amanda graduated from Kennesaw State University where she earned a Bachelor of Science in Media Studies. In 2007, she married her college sweetheart, and together they have two boys. Outside of work, you will catch her at the ball field or volunteering at church. In addition to being a full-time wife and mom, Amanda enjoys running, reading, and the occasional concert.   

* Not registered with Sagepoint Financial, Inc or Yeomans Consulting Group, Inc. YourRetirementCoach™


To learn more about the professional history of our financial advisor(s), please visit FINRA's BrokerCheck
Tell A Friend Tell A Friend
Connect with us on: Go to Facebook  


 
 
 Financial Planning and Investment Advisory Services offered through Yeomans Consulting Group, Inc. YourRetirementCoach™, a registered investment advisor not affiliated with SagePoint Financial, Inc. Securities offered through SagePoint Financial, Inc. a registered broker dealer member FINRA/SIPC.

NOTE: Before proceeding further, please be advised that this web site is operated by a registered representative associated with SagePoint Financial, Inc., a registered Broker/Dealer, Member FINRA/SIPC. The web site owner(s)is licensed to discuss with or offer investment & financial services & products only to residents of the states within which the owner(s) is licensed. Securities related services may not be provided to individuals residing in any other state. The information offered is for informative purposes only. None of this information is to be construed as an offer to buy or sell securities referred to within or otherwise. Neither the owner(s) of this web site nor SagePoint Financial, Inc. makes any guarantee as to the accuracy or completeness of this information.

SOCIAL MEDIA DISCLOSURE
Investments in securities involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. Neither the information nor any opinion expressed herein constitutes a solicitation for the purchase or sale of any securities, and should not be relied on as financial advice. Securities related services may not be available in all states. Please visit our website or contact our offices for details. We do not provide customer service, handle any specific customer account inquiries, or enable financial transactions through any social media site. Should any client have questions or concerns that are specific to their account(s), please contact our office directly. The site may contain links to information contained on a third party website. We do not endorse or accept responsibility for the content of any third party web site, and are not affiliated with any social media website. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by third parties on social media sites. "Likes", "Favorites" and comments should not be considered a reflection of client experiences or future performance. "Likes" and "Retweets" should not be considered an endorsement or recommendation of any security, company or individual. It is up to you to read and understand the privacy policies for each social media site. We have no control over how social media sites or other third parties will use the information you share.

This communication is strictly intended for individuals residing in the state(s) of AL, CA, FL, GA, NC and VA. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.