Achieve Your Purposeful Legacy
For over 35 years, our mission and vision has remained the same—working in your best interest to transform your financial future, for the betterment of your family and the greater Atlanta area.
Our financial advisors
Jerry Black, CKA®
Wealth Advisor &
Founding Member
Chris Cushman,
CFP®, CKA®
Wealth Advisor,
Managing Member, OSJ
Jennifer Hester Hall
Director of Operations,
Managing Member
Peter Geckeler,
CFP®, CKA®
Wealth Advisor,
Managing Member
Derek Bell,
CFP®
Associate Advisor
Caroline Yousseff
Scheduler & Receptionist
Samuel Hutto
Planning Associate
Natasha Badie
Back Office Administrator
Amplifying Impact Through Informed Planning
At Legacy Planning Advisors, we’ve always believed that thorough planning comes before a powerful, impactful legacy. That’s why both words are in our name—because both matter. By helping you create a comprehensive financial plan, together we can amplify the impact your wealth can make—on your loved ones, the causes you care about, and the world around you.
Our Vision
Our Vision: To influence and impact greater Atlanta and beyond to experience the joy of financial freedom as is offered in and through biblical financial and life principles.
Our Purpose
Empowering Our Clients to Create and Achieve Purposeful Legacies of Wealth Beyond Mere Riches
Our Purpose
In our logo, you’ll notice a tiny acorn off to one side. From a tiny acorn grows a mighty oak—great results come from small beginnings. Like an oak tree, a legacy plan can start small, but needs deep roots and dedicated nourishment in order to be sustained.
Our purpose as wealth advisors is to be that sustainer—to help you create something that will bear fruit long after you’re gone, and to see your smallest endeavors become your greatest achievements.
That’s our vision for a long-term relationship with each client, from small ideas and solutions to a plan and strategy that sustains your legacy long into the future—because we are in the business of helping you create a purposeful and lasting legacy: wealth beyond mere riches.
1 Blessed is the one who does not walk in step with the wicked
or stand in the way that sinners take or sit in the company of mockers,
2 but whose delight is in the law of the Lord, and who meditates on his law day and night.
3 That person is like a tree planted by streams of water, which yields its fruit in season
and whose leaf does not wither—whatever they do prospers.
—Psalm 1:1-3 (NIV)
Our Purpose
In our logo, you’ll notice a tiny acorn off to one side. From a tiny acorn grows a mighty oak—great results come from small beginnings. Like an oak tree, a legacy plan can start small, but needs deep roots and dedicated nourishment in order to be sustained.
Our purpose as wealth advisors is to be that sustainer—to help you create something that will bear fruit long after you’re gone, and to see your smallest endeavors become your greatest achievements.
That’s our vision for a long-term relationship with each client, from small ideas and solutions to a plan and strategy that sustains your legacy long into the future—because we are in the business of helping you create a purposeful and lasting legacy: wealth beyond mere riches.
That person is like a tree planted by streams of water, which yields its fruit in season and whose leaf does not wither—whatever they do prospers. —Psalm 1:3
Our Purpose
Empowering Our Clients to Create and Achieve Purposeful Legacies of Wealth Beyond Mere Riches
In our logo, you’ll notice a tiny acorn off to one side. From a tiny acorn grows a mighty oak—great results come from small beginnings. Like an oak tree, a legacy plan can start small, but needs deep roots and dedicated nourishment in order to be sustained.
Our purpose as wealth advisors is to be that sustainer—to help you create something that will bear fruit long after you’re gone, and to see your smallest endeavors become your greatest achievements.
That’s our vision for a long-term relationship with each client, from small ideas and solutions to a plan and strategy that sustains your legacy long into the future—because we are in the business of helping you create a purposeful and lasting legacy: wealth beyond mere riches.
That person is like a tree planted by streams of water, which yields its fruit in season and whose leaf does not wither—whatever they do prospers. —Psalm 1:3
Our Office
Financial Advisors in Suwanee, GA
-
5400 Laurel Springs Pkwy - Suite 101
Suwanee, GA 30024 - 770-919-2075
- advisor@legacyplanningadvisors.com
Bring Clarity and Purpose to Your Financial Journey
At Legacy Planning Advisors, we’re more than financial planners—we’re your trusted partners in crafting a meaningful legacy. Whether you’re navigating a major life transition, preparing for retirement, or managing generational wealth, we’re here to provide the wisdom and guidance you need. Schedule a complimentary, no-obligation conversation with us today.
