770-980-9262

The Team

team∙work, noun: Cooperative effort by the members of a group or team to achieve a common goal.

We couldn’t do it alone. Frankly, we wouldn’t want to.

Brian Adams, RFC

Registered Investment Advisor

770-980-9262
678-952-8124

With over 17 years in wealth management, Brian’s expertise is in providing retirement solutions.  Now Brian brings to MasterPlan Retirement Consultants his circumspect planning approach that includes protecting and optimizing one’s financial resources.  In today’s turbid and volatile financial and economic environments, Brian believes it is crucial to prepare for every season of life.  Take the first step toward creating your retirement roadmap by contacting Brian today.

Karen Fricks

Client Care Specialist

770-980-9262
678-952-8124

Julie Thompson

Office Manager

770-980-9262
678-952-8124 ext. 100

Jaron Shaffer

Paraplanner

770-980-9262 opt. 2
678-952-8124

Advisory services offered through MasterPlan Retirement Consultants, Inc. Insurance services offered through Fricks and Associates, Inc. Tax services offered through MasterPlan Tax Services, Inc. The aforementioned are affiliated companies.

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