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The Yeomans Team

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

The Yeomans Team

Jeri P. Brown*

Vice President of Operations

770-427-5227

770-919-2076

Jeri has been with Yeomans Consulting Group since 2000. She provides team leadership and directs the office administrative duties for the company. She oversees client service needs, administers compliance issues and helps our team...

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Joanna Moore

Customer Service Executive

770-427-5227

Joanna@YourRetirementCoach.com

Joanna joined the Yeomans team in September 2021. She came to us with over thirty years of experience in the financial service industry with an extensive knowledge of all facets of back office operations.Joanna is the mother of three...

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Aaron Calhoun*

Client Relationship Manager

770-427-5227

770-919-2076

Aaron@YourRetirementCoach.com

Aaron Calhoun joined the Yeomans Team in August 2020, with a passion for people. Aaron has a background in ministry with a strong value for client relations. He believes that strong client relationships are the foundation to any...

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Ally Landrum

Director of Marketing and Events

770-427-5227

Ally@YourRetirementCoach.com

Ally was born and raised in Cartersville, Georgia. She attended Kennesaw State University and graduated with a degree in Public Relations. She currently lives in Marietta, Georgia with her husband, Andrew, and daughter, Harper.

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Tony Bryson

General Manager

7704275227

Admin@YourRetirementCoach.com

*Not registered with SagePoint Financial, Inc.

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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