As the leader of a dedicated financial and insurance services firm, I am committed to guiding clients in achieving their financial goals through a holistic and personalized approach. With a strong focus on protecting educators, their families, and the wider community, we deliver tailored solutions designed to secure financial stability and peace of mind. Our expertise spans a comprehensive suite of services, including life insurance, income protection strategies, pension and retirement planning, and personal insurance for auto and home needs. At the heart of our mission is a commitment to safeguarding what matters most, empowering our clients to thrive financially now and into the future.

Wallace & Associates specialize in providing strategies and guidance for those who are seeking a better lifestyle in retirement. Whether you have a retirement nest egg of five million dollars or $50,000, we can help you make sure it works as hard and as smart as you did in earning and saving it. Like many people, your retirement may last as long as 30 years and you simply cannot afford to make mistakes with your retirement money and run the risk of ruining your lifestyle during your leisure years. We have helped individuals and couples, at all economic levels, to achieve their financial and long-term goals and enjoy retirement by working hard and smart and being ready for them when needed. There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service. We’re very hopeful for an opportunity to discuss your retirement strategy so you can learn firsthand how we can be of benefit. There is no cost or obligation when talking with us by phone or meeting to discuss your circumstances and your retirement goals. We look forward to working with you soon to help you lower your stress and worry over your retirement years.

Fritz has more than 30+ years of experience in the financial services industry and uses his expertise to educate his clients through detailed financial plans and strategies. He has a BS degree from LSU and a post-baccalaureate from KSU. His educational background allows him to bring a wealth of knowledge to current and prospective clients. He is committed to building strong and lasting relationships with his clients and has earned the respect and friendship of many people in his community and throughout Georgia. He utilizes a team of professionals to coordinate and ensure a completely customized plan for all of his client’s affairs: income, financial, legal and tax. He is a strong advocate for the implementation and utilization of this trinity of coordinated services. This comprehensive approach of estate, financial, income and tax planning facilitates the distribution and preservation of your assets and the effectual transfer of your estate. Fritz’s family of clients includes physicians, attorneys, business owners, people preparing for retirement and retirees. He is consistently invited to and has lectured to various groups, associations, and corporations and is a highly sought after public speaker regarding financial matters. Fritz is also involved in the local community, serving as a member of Heritage Presbyterian Church. Fritz & his wife & family live in Acworth, GA.

Fritz has more than 30+ years of experience in the financial services industry and uses his expertise to educate his clients through detailed financial plans and strategies. He has a BS degree from LSU and a post-baccalaureate from KSU. His educational background allows him to bring a wealth of knowledge to current and prospective clients. He is committed to building strong and lasting relationships with his clients and has earned the respect and friendship of many people in his community and throughout Georgia. He utilizes a team of professionals to coordinate and ensure a completely customized plan for all of his client’s affairs: income, financial, legal and tax. He is a strong advocate for the implementation and utilization of this trinity of coordinated services. This comprehensive approach of estate, financial, income and tax planning facilitates the distribution and preservation of your assets and the effectual transfer of your estate. Fritz’s family of clients includes physicians, attorneys, business owners, people preparing for retirement and retirees. He is consistently invited to and has lectured to various groups, associations, and corporations and is a highly sought after public speaker regarding financial matters. Fritz is also involved in the local community, serving as a member of Heritage Presbyterian Church. Fritz & his wife & family live in Acworth, GA.

Jay Peroni, CFP

• Senior Portfolio Manager for Faith Investor Services
• Fiduciary advisor
• Been in business since 1996 (28 years)
• Certified Financial Planner since 2001
• Master’s Degree in Personal Financial Planning from Bentley University in Waltham, MA
• Bachelor’s degree, double major in Economics and Marketing from Assumption College in Worcester, MA
• Written two books on faith and finances – The Faith-Based Millionaire, and The Faith-Based Investor
• Host of the Faith & Retirement radio show on Sirius/XM, AM, and FM Radio stations across the country
• Married to Karen, high school sweetheart since 1998, 4 children. Lives in Cookeville TN

Andrew “Andy” Watson has been in the Financial Services industry since 2000. He and his clients have experienced the economic downturns of 2001, 2008 and 2020 and the economic upturns that began in 2002 and 2009. Therefore Andy knows how to successfully navigate his clients through the economic ups and downs that inevitably occur in the American economy. Andy maintains a one man shop in Skokie Illinois, so his clients work directly with him. However, Andy has many brilliant people working with him behind the scenes so his clients are assured of excellent service and advice. Andy grew up in Lake Forest, Illinois and graduated from Dartmouth College in 1980 and Northwestern University School of Law in 1983. Andy’s focus is on helping pre-retirees and retirees to build a solid Retirement Plan that will provide them with a consistent comfortable income that they can enjoy for the rest of their lives.

Born and raised in Philadelphia and then NYC in his late teens, Jared started from humble beginnings, but was driven to do something special in life — finance was a key catalyst that became a focus very early on. Starting off as a financial advisor, Jared quickly found one of his gifts and passions as a successful options market maker on four different exchanges where he made a name for himself as one of the youngest members of the Philadelphia Stock Exchange and one of the largest traders in the Nasdaq 100 options’ pit during the dot-com boom & subsequent bust. Changes in the marketplace and the tragic events of September 11th changed the course of his life. Levy sought to shift from trading in the pits to providing smart, comprehensive investment strategies and education for both professionals and main street alike (with a focus on the latter). Over the last 26 years, Jared has worked for some of the top firms and media outlets globally, managing money and risk, while at the same time building a brand around his unique investing, educational, and marketing ideas. Jared became nationally recognized for his ability to distill and convey complex topics into compelling, easy-to-understand, and actional concepts for the masses. In the media, Jared was one of the original cast members of Fast Money on CNBC and has been featured on nearly every major financial news network. He has written two best-selling investment books and can now be seen on Fox News and Fox Business regularly, offering his outlooks and analysis on the economy and capital markets. When he’s not in the office, he enjoys time with his son, restoring and flying airplanes, enjoying the arts, developing real estate, and practicing Brazilian Jiu-Jitsu. He supports and actively participates in causes that help improve his neighborhood and the world around him. By joining PEAK, he has found a home where he can put his experience and ideas to work with a team dedicated to helping America’s overachieving, but often overlooked population segments.

I am CEO and Managing Partner of Blue Horizon Financial & Insurance Services, a company of Blue Horizon Group, LLC. Industry knowledge date back to 2013 to present, where Blue Horizon Group was founded in 2016. Rod Jones specializes in Building your trust first, Tax Diversification Strategies, Life Insurance, Annuities, Debt Elimination, Disability Insurance, College Planning, Estate planning, Key man Insurance, Buy Sell, Agreement, Company 401K, Company Pensions, Small to Large Business Employee Plan Benefits, and Infinite Banking Strategies. Rod Jones is first and most importantly a loving husband and father to an amazing wife and beautiful children putting the creator at the front of all things. During spare time Rod Jones loves family time, community engagement activities, and giving back by mentoring young teens.

Cheryl joined Centennial Wealth Strategists as a partner in the company 13 years ago and in 2018 took over the role of CEO. She is proud to be a homegrown girl from Evansville Indiana whose entire working career and life have revolved around the Evansville community. Cheryl believes there is an understood appreciation and loyalty in the tri-state area that folks do business with someone they know, like, trust, and are local. That is why as a fiduciary at the highest level, her clients have come to trust her ability to provide solid feedback and guidance. Cheryl focuses on all aspects of a client’s financial plan and serves as a financial partner that clients trust by ensuring that all recommendations are in the client’s best interest and fit into their overall plan. She helps clients navigate each life event and economic climate, no matter the simplicity or complexity. Her motto is “Financial Dreams Delivered”. Cheryl has been married to her husband Clayton for 14 years. She is an animal lover and in her spare time she enjoys playing with her cats and dogs, spending time outdoors pretending to be a landscaper, and wishing she had more time to spend on a beach anywhere. Cheryl’s professional licenses and registrations include Series 65 with the Financial Industry Regulatory Authority (FINRA). Life and Health Insurance with the states of Indiana, Kentucky, Tennessee, Michigan, Colorado, and Florida. She earned a Bachelor of Arts in Accounting and an Associates of Arts in Computer Information Systems from the University of Southern Indiana.