Steve Kilpatrick/Kilpatrick Advisors
Steve has been a member of the financial services industry since 1993, is a Certified Financial Planner (CFP®) practitioner and holds the securities industry Series 7 and 63 industry exam certifications, and is securities licensed through Investacorp Inc., a registered Broker/Dealer – member FINRA & SIPC. Prior to joining the financial services industry he worked as a Certified Public Accountant (CPA) with Catarineau & Givens PA of Miami and with Thomson Brock Cherry & Co. of Tallahassee, FL. A graduate of Stetson University, he earned a Bachelor of Business Administration – Accounting. Steve’s industry experience includes previous positions as Vice President of Investments with Prudential Securities (Atlanta) and First Vice President of the Private Client Group of Robert W. Baird & Co. (Atlanta).
In an effort to provide greater service to each client, Steve has also earned the Personal Financial Specialist (PFS) designation. The Personal Financial Specialist designation, established in 1987 by the AICPA, recognizes considerable professional experience in financial planning. The PFS program is administered by the PFP Division of the AICPA, which was formed in 1986 to assist in the growing practice of personal financial planning.
Local business owner and franchisee Jeremy Bowen with Unishippers Middle Georgia opened his Unishippers business this past June as his second small business since college. Having worked for the Unishippers Macon franchise several years ago in sales, Bowen pursued the opportunity to open his own franchise in his hometown of Griffin for two reasons: 1) Unishippers is one of two resellers for UPS, which is the world’s largest package delivery company and global leader in transportation and logistics, and 2) Unishippers has gone to great lengths to establish partnerships with 40 plus freight suppliers, establishing itself as the largest reseller of shipping services in the nation with the ability to offer the best deals and discounted rates for small to mid-sized businesses.
Janet Young is the National VP of Membership for the American Women’s Society of CPA’s (AWSCPA) and the most recent past president of the Georgia Chapter of the AWSCPA. Her mission for the year was to “Nurture and Grow.” The AWSCPA Georgia chapter is a network of women devoted to tax and accounting. They are in the business of developing future Women CPA Leaders in Atlanta. They offer excellent and affordable Continuing Professional Education, selecting only the best speakers that address today’s issues in a relaxed environment.