About Certified Planners Group, LLC
All Members
Fiduciary Financial Advisor
Client Services
Frank Passmore
President / CEO
(770) 355-9686
PassmoreCEP@Bellsouth.net
Frank Passmore, works with hundreds of families and most live in Gwinnett
Gail Passmore
Office Manager
(770) 355-9686
PassmoreCEP@Bellsouth.net
Gail Passmore is the office manager. she helps clients with day to
Tony Fiorillo
Series 65 Licensed Money Manager
(770) 355-9686
I became a Licensed Money Manager in the late 1980’s with a
Doug Shaddix
Attorney at Law
(770) 355-9686
PassmoreCEP@Bellsouth.net
Doug Shaddix, Attorney at Law for over 20 years. Now specializes in
Dan Wilkie
Guaranteed Income Specialist
(770) 355-9686
PassmoreCEP@Bellsouth.net
I entered the financial services industry in 2019 with a passion for
Matt Koball
Roth Blueprint Specialist
(770) 355-9686
PassmoreCEP@Bellsouth.net
As a Roth-Conversion Specialist, I am dedicated to helping individuals and families
Nate Beckman
Guaranteed Income Specialist
(770) 355-9686
PassmoreCEP@Bellsouth.net
Nate is a Guaranteed Income Specialist with over three years of dedicated
Nick Johnson
Roth Blueprint Specialist
(770) 355-9686
PassmoreCEP@Bellsouth.net
Nick Johnson is a dedicated Roth Blueprint Specialist known for helping individuals
What I Can Help You With
Visioning
Branding
Planning
Marketing
Research
Hiring
Networking
Operations
My Approach to Coaching
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