Insurance

Damon Ladd-Thomas – The President of Johns Creek Advisors, graduate of The George Washington University – has been in the financial services industry for over 26 years.
He is a husband who is completely in love with his wife Taty and Daddy to two very active kids.
When the weekends come you will find him in the garden, playing saxophone to Tower of Power.
Give Damon a call, to talk about all of your investment needs and structuring complex family and business risk mitigation, funded by insurance, anytime… except during weekend concert time in the garden. 470.539.4522.
Favorite Quotation: “Time is more value than money. You can get more money but you can not get more time.” Jim Rohn.
Favorite Food: Anything my Wife makes.
Favorite Wine: ‘More Please’

Connect with Damon on Social Media

FB copy TW copy lin copy G+ copy unnamed BS copy

SCHEDULE AN APPOINTMENT

Steven Beebe is a graduate of the University of Michigan. He has a Bachelor of Arts degree in Economics. He obtained his Series 7 (securities license) and insurance licenses in 1988, while working for Prudential Insurance. After four years, he moved to Manulife Financial where he wholesaled defined contribution and defined benefit plans to companies. He was their first enroller and account manager. He helped to build their participant education department and enrolled over 700,000 participants in 23 years with the company. In 2004, Manulife acquired John Hancock. For the next ten years, Steven managed well over $1 billion in plan assets. In August 2014, he became an independent advisor with Edward Jones. He continued offering 401k plans to small companies and built his personal wealth management practice from those plan participants. In three years, he brought in $40 million in assets. Desiring to be more independent, he moved to Johns Creek Advisors in February 2018 and offers Securities and Investment Advisory services through NEXT Financial Group, Inc. He plans to continue his usual practice with working for small businesses.
Steven is divorced and has three wonderful adult children. He loves to do things with his kids and anything involved with his alma mater. He loves to travel around the world whenever possible. He loves music and is active in his church. He is a big believer in social networking and is involved in various charities, social organizations, and business associations.

Contact Steve at 404-353-2920

SCHEDULE AN APPOINTMENT

Stephen C Koehler has been married for 40 years to his wife Cindy. They lived in Alpharetta for over 30 years, where they raised two daughters.
Stephen is a member of many civic and business groups including The Greater North
Fulton Chamber of Commerce, Business Networking International’s Success Alliance Chapter, and the Senior Resource Alliance
of North Atlanta.
Stephen is an avid Golfer and Boater. He finds the time with his family his most valuable
time and has made it his mission to help others buy that precious time back with fiduciary planning.
Favorite wine: Cabernet
Favorite food: Steak
Favorite Quotation: “Everyone has a plan until they get punched in the mouth” – Mike Tyson

SCHEDULE AN APPOINTMENT

SUPPLEMENTAL INSURANCE

Kelley Cody-Grimm has been with Aflac for 18 months and is a licensed insurance agent. Prior to joining Aflac, she worked in the non-profit industry for over 25 years. As an award-winning business professional with over two decades experience managing both large and small organizations, Kelley has a unique insight into the challenges that many businesses face maintaining a healthy workforce and a strong bottom line. As a member of the Aflac team, she has access to the resources of a Fortune 500 company that offers financial protection to more than 50 million people worldwide.

Personal Information
I have been married to my wonderful husband Max for 25 years and we have two terrific daughters Amber and Danielle. I enjoy doing improvisational theatre, writing fictional ghost stories, as well as hiking and dancing.

Favorite Quote: “There are two ways to live your life. One is as if nothing is a miracle and the other is as if everything is.” – Albert Einstein
Favorite Food: Sushi and anything with chocolate
Favorite Wine: Moscato and Merlot

Contact Kelly at : kelley_codygrimm@us.aflac.com
Phone: 678-464-0115

HEALTH INSURANCE

William (Bill) Neglia has been a licensed and insured insurance broker since 1983. He is the President and General Agent of the Neglia Insurance Group. His agency specializes in all types of medical and related insurance coverage’s such as dental, vision, short and long term disability and Medicare supplemental plans for individuals age 65 and older. He works with individuals, families, employers and their employees to find the most suitable and cost effective plans available. Bill is certified to help with ACA compliant plans on and off the Marketplace and has access to multiple significantly less expensive non-ACA compliant plans. These include Short Term (up to 360 days), Indemnity/Reimbursement plans and Sharing programs. Bill specializes in analyzing his client’s current insurance situation and their future objectives to determine the best options. Bill will provide you with a “no cost” consultation and review of your current plans. There is never a charge to work with Bill. The premiums are the same whether you use Bill or purchase directly from a carrier or website. Bill can also service any existing policy with no changes to the benefits or premiums. Call Bill at 404-433-8838 or e-mail him at bill@negliainsurance.com. You can also check out our website, www.negliainsurance.com.

Favorite Quotations: “The harder I work, the luckier I get”. This was said by one of Bill’s mentors back in 1984
Favorite Food: A nice ribeye steak.
Favorite Drink: Frozen Margarita.

PROUD MEMBER