Peachtree Planning
Cassandra Martin Whitlock has extensive experience in leadership and marketing within various organizations. Since January 2013, Cassandra has served as Executive Team Lead at Peachtree Planning Corporation, where responsibilities include assisting the Senior Vice President with business operations, client service management, marketing, project management, event planning, and administration. Previously, Cassandra held positions such as Battalion FRG Leader for the Department of Army, Commercial Sponsorship & Advertising Coordinator at Fort Bliss MWR Marketing, and Commercial Sponsorship & Advertising Team Leader at Fort Bragg MWR Marketing, demonstrating a strong background in sponsorship acquisition and advertising negotiations. Cassandra's career also includes managerial roles in retail and sales, including as Manager at Buy & Bragg Gift Boutique and Sales Manager at Atlanta Marriott Alpharetta Hotel. Cassandra holds a Bachelor of Science in Marketing from Auburn University, completed in 1998.
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Peachtree Planning
Peachtree Planning specializes in providing financial knowledge and solutions to individuals and business owners. We develop, implement and utilize financial strategies to help maximize our clients’ time and money. Peachtree Planning is a leading provider of comprehensive wealth planning and client management strategies. The firm has served the Southeast since its inception in 1987, with a strategy of helping clients with a proven financial planning process rather than just selling financial products. Today, Peachtree Planning is recognized as one of the premier organizations in the country focusing on providing winning financial strategies for its individual and business clients. Peachtree Planning can help you implement and manage the various financial components to turn your vision into reality. Congratulations to Peachtree Planning Corporation on being named an AJC's "Top Small Business Workplace"! - April 17, 2021 Peachtree Planning of Georgia, LLC is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 5040 Roswell Road Atlanta, GA 30342, ph# 404.260.1600, PAS is a wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. 2022-137427 Exp. 5/24