Our Staff

   Jeri P. Brown, Office Manager

Jeri provides the team leadership and directs the business and staff managerial duties for Yeomans consulting Group, Inc.. She over-sees client service needs, administers compliance issues and helps our team strive to do their best for our clients. Graduated Cum Laude from Kennesaw State University in July of 2000. She received a Bachelor of Business Administration in Finance. Jeri is a published poetic author,  active in the Breast Cancer 3-Day and Cystic Fibrous Walks, Jeri and her husband Wes have 2 daughters and live in Canton.

   

  

Kad Mendoza, ParaPlanner 

 Kad's duties include research, reporting, illustrations, client meeting prep coordination and the liaison for advisors and CSE's. Kad graduated from Lee University with a B.A. in Business Administration. His hobbies include mountain biking, fishing, football, camping, and playing golf. Kad and his wife Peaches have 2 children and live in Powder Springs.

 

 

 

 

Doug Boone*, Client Service Executive

Doug's duties consist of processing new business, updating clients’ information, coordination of RMDs, and other various client service duties. He assists the Advisors of YCG in preparing for client appointments as well as answering clients’ questions. Doug and his wife Melissa live in Kennesaw.

 

  

 

 

Penny Rolle, Director of First Impressions            

Penny is the first point of contact for our clients and the public, it's her voice you'll hear when you call the office.  She schedules the appointments, manages the Advisors calendars and assists the Client Services Executives as needed. Penny is originally from the Bahamas. Penny and her husband Tommy have 4 daughters and live in Lithia Springs.

 

 

 

 

Kelly Daugherty, Education Director

Kelly helps to create opportunities for learning for our clients and the community. She produces the "Coaches Corner" newsletter and other informational mailings and emails. Other duties include event planning, ad compliance & classes/event scheduling. Kelly is an experienced event planner, an avid quilter, and enjoys traveling with recent visits to France and Turkey. Kelly and her husband Rod have 2 children, 4 grandchildren and live in Kennesaw.

 

 

*Doug Boone is a registered assistant with SagePoint Financial, Inc.