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

Jennifer Hart

Customer Service Executive

770-427-5227

Jennifer@YourRetirementCoach.com

Jennifer joined the Yeomans Consulting Group in April 2022. Licensed in Insurance, with over 16 years experience in the financial services industry, she brings a varied set of skills to the table, including: supervising hedge...

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...

Michelle Stevens

Director of First Impressions

770-427-5227

Michelle@YourRetirementCoach.com

Michelle joined the Yeomans Team in October of 2022 as our Director of First Impressions. Her 15 years of customer service experience makes her a perfect fit for the Yeomans Team and especially for this important position. ...

Tony Bryson

General Manager

770-427-5227

Admin@YourRetirementCoach.com

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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