TFGADMIN
READ OUR PUBLICATIONS
We send monthly newsletters to our clients, colleagues, and interested parties.
Bess Butler Brunson earns Heritage Design Professional Certification
We are pleased to announce that Bess Butler Brunson, CFP® has successfully completed The Heritage Institute’s rigorous Heritage Design Professional™ (HDP™) certification process.
Celebrating Debra and Jean!
We are celebrating Debra Bragg’s 40th and Jean Walz’s 30th year anniversaries at The Fiduciary Group! Debra’s first day at The Fiduciary Group was February 14, 1982. At that time there were only 4 of us working at the firm, and we have since grown to a team of 15. Jean started her career at The...
Welcome Baby James!
We are pleased to welcome our newest addition to The Fiduciary Group family. Cameron and her husband Drew are proud new parents to James who was born on November 9th. Cameron joined in firm in 2020 as the Communications and Office manager. She is responsible for graphic design, marketing...
Kimberly Beiter Joins The Fiduciary Group as Client Services Associate
Join us in welcoming Kimberly Beiter as a Client Services Associate. In her new position, Beiter is a member of the firm’s client services team and is responsible for the administration and reporting of client accounts.
Hayden L. Blow Joins The Fiduciary Group as Research Analyst
Join us in welcoming Hayden L. Blow as a Research Analyst. In his new position, Blow serves as a key member of the firm’s investment team, with responsibilities including research, portfolio construction and trading.
Bess Butler Brunson Honored in Georgia Trend's 40 Under 40 Issue
The Fiduciary Group's 401(k) Investment Advisor Bess Butler Brunson, CFP® was recently named to Georgia Trend’s 2021 40 Under 40 class for her contributions to the Savannah community and the state of Georgia. Brunson is the only Savannah-area honoree featured in Georgia Trend’s 40 Under 40 issue...
Bess Butler Brunson Earns CERTIFIED FINANCIAL PLANNER™ Certification
We are pleased to announce that Bess Butler Brunson recently earned her CERTIFIED FINANCIAL PLANNER™ certification. The CFP® certification sets the highest standard for financial planners in the United States, requiring high competency as well as ethical and professional standards for financial...
Goodman and McLeod Earn CTFA Designation
Please join us in congratulating our Chief Investment Officer Joel Goodman, CFA and Senior Wealth Advisor and Director of Financial Planning Michael McLeod, CFP® on passing the Certified Trust and Fiduciary Advisor (CTFA) exam and earning their CTFA designation. Joel and Michael have been working...
TFG Welcomes Justin Kohler
We are excited to announce that Justin Kohler, CFP® has joined the TFG team as a Wealth Advisor. In his new position, Kohler serves as a client relationship manager, financial planner and investment advisor to individual clients and also provides support to senior advisors at the firm.
Employee Spotlight: Kyle Powers
Kyle Powers, Director of 401(k) Advisory Services at The Fiduciary Group, is a U.S. Navy Surface Warfare Officer and Navy Reserve Commanding Officer who has traveled the world through military service, conducting search and seizure operations in the Northern Arabian Gulf and participating in...