Team Biographies

Our people are among the most talented in the industry. It would be our pleasure to put our extensive experience to work for you.

Harold Weissman

Financial Consultant

Formerly Regional Vice President with Primerica Financial Services. He has been CEO, CFO, and president of several companies as well as a Senior Auditor with Grant Thornton & Co. CPA's

Bob Tonachio

Financial Advisor

A nationally recognized speaker and author with over forty years experience in high level management, investments and finance

Bob began his career in 1961 as a financial consultant and estate planner. In 1968 he joined Bache & Company (Prudential Securities) as an account executive, later becoming their lecture chairman in the New York area. He is currently licensed in 31 states and has contracted over 3,500 agents and advisors from coast to coast.

Bobby Tonachio Jr.

Financial Coach

Bobby has been in annuity marketing for over ten years. He obtained his Life and Health license at the age of 18 and has vast experience in helping advisors with understanding annuites on a expert level. He also provides advisors with business development advice, case studies and case assistance.

Brenda Walker

Part-Time Administrator

Brenda has over 25 years experience with various areas of administration.

She works with us to help complete large projects and mailings. Brenda is in the Alpharetta office.

Kim Ezell

Home Office V.P. Administration

Kim is experienced in helping advisors process appointment paperwork, new business, scheduling of seminars, scheduling of senior workshops, and organizing the American Annuity Academy. Kim works in the Tennessee Home office.