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Stacy has been serving the retirement and financial needs of individuals, families, and businesses for more than 14 years. Clients value his strong commitment to providing personal and responsive counsel and the objectivity he provides as an independent Investment Adviser Representative.
Stacy currently holds his FINRA Series 7 and 66 securities registrations. As well as Life, Health, and Variable Insurance Licenses in Georgia with several technology certifications.
Stacy regularly attends workshops and conferences for the opportunity to gather with peers, leading industry experts, and Commonwealth staff to benefit from intensive learning and networking designed to help further improve his expertise to provide ever-higher levels of service, education, leadership to clients.
Stacy’s interests include hiking, fishing, motorcycling, biking, kayaking, obstacle course racing, and the gym. For down time he loves watching movies and exploring the local scenery with his wife, Angela.
Certified Public Accountant
Kristy began working at Allison, Slaton & Associates in October 2007. She has an accounting degree from North Georgia College & State University and has 22 years experience in accounting and taxes. She does bookkeeping, accounts receivable, accounts payable, and correspondence with various government agencies. She also reviews and processes business and personal tax returns. In her free time, she enjoys relaxing and spending time with her family.
Lisa began working at Allison, Slaton & Associates in October 2007. She has an accounting degree from Piedmont College and has 23 years of experience in accounting and taxes. She does bookkeeping, accounts receivable, and accounts payable for clients. She also prepares and reviews business and personal tax returns. In her free time, she enjoys reading, riding the motorcycle with her husband, and spending time with her two children.
Cindy began working at Allison, Slaton & Associates in January 2012. Prior to joining ASA, Cindy worked for 20 years at Liberty Mutual Insurance Company. She graduated from West Hall High School. She assists with office administrative duties. She enjoys vacationing at the beach and spending time with her family.