Team

Reuben Lewis IV is a results-driven and client focused financial services professional with 22 years of value adding contributions. Reuben is known as an influential leader with a special talent for building both cooperative and...

As a Managing Partner, Philippe Marozeau brings to National Financial Group over 20-years’ experience in the financial services industry. Philippe has particular expertise in general insurance lines for...

Richard Adams is VP of Advanced Insurance Markets for National Financial Group. As a Chartered Financial Consultant®, he is specifically trained in the highly specialized field of Organizational Financial Planning.

C. W. Copeland, Ph.D., is the Vice-President of Financial Planning for National Financial Group. An Assistant Professor at The American College for Financial Services, he holds numerous licenses and registrations (State of Georgia) in...

Wanda Rosemond is the Operations Manager for National Financial Group. Wanda is a graduate of Spelman College with a degree in Mathematics. She brings to National Financial Group over 30 years’ experience in...

Dr. Kimberly Turner is a CERTIFIED FINANCIAL PLANNER™ with National Financial Group where she serves as the VP of Financial Planning. At NFG, Kimberly develops and implements financial planning, retirement planning, business...

Dr. Moten holds a Ph.D. degree in Finance and has have served in numerous positions related to budgeting and financial management at the college level. He managed over $150 million in funds during his tenure as a financial...

Tanya Treston is a Financial Services Representative with National Financial Group. Tanya has an unyielding desire to achieve a high standard of work in everything that she does. She is an extremely confident, assertive and...

Anthony R. Cunningham Jr. is an Insurance Specialist with National Finance Group (NFG). Anthony, a native of Talladega, Ala., has always understood the value of holistic financial planning. He has used his own financial...

Mark Schwartz is the Tax Specialist with National Financial Group. Mark has been an accountant  for over thirty years, having started with his uncle’s CPA firm while still in high school. Mark holds an...

Joi is a native Floridian who graduated Magna Cum Laude with a Bachelor of Science in Political Science and Public Administration degree from Florida A&M University. Joi also earned a Master of Public Administration degree from Florida...

Laurie M. Thomas is a successful business owner, mentor, speaker, advocate, mediator, arbitrator and she is the mother of four young women. She is a native of Savannah, Georgia, where her mother was last stationed. She attended...