ABOUT US
Get to know our team and what we do
WHAT WE DO
CREATING A PATH TOWARDS FINANCIAL FREEDOM
Here at Peachtree Financial Group, we aim to provide the guidance you need for yourself and your family. We want to learn more about your goals and ambitions, and help you feel empowered to take the next step in your financial journey.
STUART CANZERI
Managing Partner
With over two decades of experience, Stuart Canzeri has been helping their clients achieve the financial freedom to live an abundant life. As an Independent Registered Investment Advisor, Stuart works exclusively for his clients – not for a financial corporation. Stuart is married with two sons and is active in his church.
GET TO KNOW US
MEET THE TEAM
Dawn Patterson
Director
With over 15 years of experience, Dawn is a seasoned Relationship Manager in the Private Wealth Management industry. Known for her exceptional expertise and unwavering dedication, Dawn has consistently delivered outstanding results throughout her career. As a Relationship Manager within Peachtree Financial Group, Dawn continues to thrive, leveraging her wealth of knowledge and experience to help clients navigate the complexities of their financial lives.
Lee Caffey
Finance Associate
Lee is a finance professional with a strong analytical background and a passion for helping individuals navigate financial decisions. He specializes in financial analysis, strategy, and resource development. With a focus on clarity and accuracy, he works to simplify complex financial concepts and provide valuable insights to clients.
anna Lee
Marketing Associate
Anna is a marketing professional passionate about storytelling through media and design. With a degree in Advertising, Anna specializes in creating impactful campaigns, media strategies, and digital content. With a focus on enhancing consumer experiences, she simplifies complex topics through engaging, brand-aligned materials.
At Peachtree, our clients are introduced to the Financial X-Ray Process, which assesses all aspects of our clients’ financial lives.
Make financial decisions based on your personal goals, NOT products.
HOW DO YOU CHOOSE YOUR FINANCIAL ADVISOR?
Too often people “fall into” working with a financial advisor without knowing much about them.
Most people don’t know these answers, and the consequences of “falling into”
this important relationship are detrimental.
QUESTIONS TO ASK YOURSELF
- Is your advisor a product broker?
- How is your advisor compensated?
- What is your advisor actually charging?
- Is their advice based on your entire financial picture?
- What are you paying in fees on your investments?
WHAT TO CONSIDER
OUR STRATEGY
- 1Increase wealth without additional out-of-pocket outlay.
- 2Validate the success of their money decisions before actually making them.
- 3Develop contingency plans.
- 4Learn how ensure the retirement that have worked so hard for.
OUR OBJECTIVES
Give you greater access to your money and a greater understanding of how your money is working for you
Provide total needs-based and value-based insurance protection
Show you a verifiable financial process that provides organization of your financial documents
UNCOVER THE CLASSIFIED STRATEGIES THAT FINANCIAL PROFESSIONALS NEVER TELL YOU
Get Your Copy of The Financial Black Book of Advisor Secrets
Advisory services offered through Resurgent Financial Advisors, LLC. More information can be found at Resurgent Financial Advisors, LLC and in the following links: Form CRS (Relationship Summary), Privacy Policy
