Advisory Team

Randy Yeomans, President  

                                                                      

Randy strives to add confidence and smart decision-making about wealth through ongoing client education. Randy has a long standing commitment to personal and community education. Many people have commented that his classes are one of the most exciting, enjoyable and information-packed classes they have ever attended! We believe with more than 25 years experience as a Financial Planning professional, Randy's integrity and attention to detail provides a "Best of Breed" approach for his clients.

  

  • Founder and President of YourRetirementCoachTM
  • Certified Fund Specialist, Registered Financial Consultant, Certified Estate Planner, Board Certified in Mutual Funds. 
  • Past Chairman of the MAC for SagePoint Financial, Inc., (Advisory committee to the home office)
  • Instructor at ELM, Osher Lifelong Learning Institute, Life University KTSC program & the Life Skills learning Center.
  • Randy and his wife Lynne have 3 children, 5 grandchildren and have been Cobb County residents for 35 years.

 

Ted Sanders, CFP®, CEP

                                                                           

Almost two decades of experience and training in financial services have prepared Ted for the often-complex situations he encounters with clients. We believe many of his clients have established close relationships with him as both their trusted advisor and their friend. His philosophy of being a perpetual student has kept him abreast of the most prudent planning strategies, which in turn has helped his clients pursue their financial goals.

 

 

  • Certified Financial Planner, Certified Estate Planner & Investment Advisor Representative.
  • Instructor at Osher Lifelong Learning Institute & the Life Skills Learning Center.
  • Ted and his wife Mich have 2 children, 7 grandchildren and several dogs.
  • Ted and his wife Mich are active in animal rescue.

 

Nicholas Yeomans, OSJ, CFP®, RFC     

                                                                                       

Nic is a retirement plans specialist with concentration on estate planning. His knowledge is often seen in the way he assists his clients and other professionals whom are retiring or are in a life transition. With his guidance, many times Nic is able to help them potentially avoid taxing & penalizing mistakes. It is not unusual for Nic's clients to learn strategies on how to help reduce their taxes. Like his father, Randy, Education is key to his approach.

 

  

  • Nic graduated from Lee University with a degree in Public Relations and Advertising and with minors in both Business and Bible.
  • Graduate of The Leaning Institute for Financial Executives, Certificate in Financial Planning from Emory University, Registered Financial Consultant and Office Supervisory Jurisdiction.
  • Instructor at ELM, various church & civic groups and the Life Skills Learning Center.
  • Has served as Vice President of the Marietta Business Association.
  • Nic and his wife Suzette have three daughters, Nicolette, Helena. and Victoria.