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
  • Relationships are just as important as results.
  • A Financial Partnership is more valuable than pre-packaged services. 
  • Collaboration is more impactful than generic advice.
  • OUR STRATEGY

    a person stacking coins on top of a table
    1. 1
      Increase wealth without additional out-of-pocket outlay.
    2. 2
      Validate the success of their money decisions before actually making them.
    3. 3
      Develop contingency plans.
    4. 4
      Learn 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