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OUR STAFF



Jeri P. Brown*
Vice President of Operations


Jeri has been with Yeomans Consulting Group since 2000.  She provides the team leadership and directs the office administrative duties for the company. She over-sees 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 is a published poetic author and supports the Cystic Fibrosis Foundation.  Her favorite hobby is reading.

Jeri and her husband Wes have 2 daughters and live in Canton.



Wendy Huynh*
Planning Associate


Wendy brings to Yeomans Consulting Group years of experience in the Financial Industry from Regions Bank, RBC Bank and working extensively with retirement plans. Wendy graduated from the University of South Alabama with a Bachelor of Science in Business Administration with a concentration in Finance. She is a member of the American Society of Pension Professionals & Actuaries (ASPPA) and has earned the ASPPA designation of QKA (Qualified 401(k) Administrator). She is a Georgia state licensed insurance representative pursuing her Series 65 securities registration. Wendy’s duties include research, reporting, illustrations, assisting advisors in client meetings, and prep coordination. Wendy enjoys staying active by participating in 5k runs and practicing yoga and Pilates.


Penny Rolle*
Planning Associate 

Penny joined Yeomans Consulting Group, as our Director of First Impressions in September 2007. Prior to Yeomans Consulting Group, Penny spent a few years as the Office Assistant for an Investment Firm in Miami, Florida. She has exhibited excellent leadership ability which has allowed her to excel within our firm.  
Today at Yeomans Consulting Group, she works directly with Randall Yeomans as his Planning Associate, assisting in managing client relationships, meeting preparation and research. Penny also has been our lead coordinator with Estate Settlement cases. 

Penny is finishing her degree with Mercer University with a degree in Organizational Leadership. She enjoys spending time with her family, and reading.
 




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 Bryson is a senior at Kennesaw State University, starting his college career in 2009. He intends to graduate from the Coles Business College in December 2015 with a Management B.B.A., an Accounting B.B.A. and a minor in Finance.

Kevin has worked for Yeomans Consulting Group since December 2010 where he is a Data Processing Associate. Kevin duties include day to day needs of other team members, research, reporting, illustrations and maintaining current documentation. Kevin’s hobbies include: Acting, Music, Woodworking and Table-top games.


* Not registered with Sagepoint Financial, Inc



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 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.

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