Foundation for Personal Financial Education

Mark Stevens is a seasoned financial services practitioner with nearly 20 years experience. His focus is in retirement income strategies, along with providing comprehensive financial and estate planning, including asset management and insurance planning services. He has a special knowledge and a unique ability to help in developing distribution strategies for College and Retirement planning.

As a consultant for those preparing for or just entering retirement, Mark has a passion for helping clients discover, pursue and crystallize their visions of retirement.

Mark believes it takes time to get to know a client and their preferences, but it is time well spent. His quest for sterling quality service and advice to folks nearing or in retirement combined with extensive financial training lend to his genuine gift for guiding people through the complexities related to retirement income planning, estate planning and general financial planning.

Bi-Focus Financial prides itself in providing diversified objectivity and the highest level of integrity; coupled with the personalized attention you would expect from a smaller, independent firm. Their clients also receive benefits of working within a consortium of fellow independent planners that covers a large area stretching well into the Midwest and Northeast and whose collective experience carries into a variety of areas of expertise and specialization in the financial services profession. This consortium is known as Integrated Financial Group. Mark says, we often draw from this brain trust to aid in the service of our clients needs. And finally we have chosen to partner with Securities America, one of the country’s largest Independent Broker Dealers, that serves to further enrich our resources.

Committed to sharing his insights and expanding the knowledge of others, Mark has spoken to a multitude of individuals and other financial professional such as CPAs about various financial issues. He has been a featured speaker at seminars for major corporations and organizations, as well as numerous seminars designed for clients and the general public.

Mark and his wife, Cathy, reside in Gwinnett County, where they enjoy spending time with their 3 boys. With an endless passion for life and learning, Mark keeps his body, mind and spirit strong and vibrant through exercise and weight lifting, golfing, attending his Church and community and neighborhood events.

Sandra was born and raised in Atlanta, Georgia. She is an independent financial advisor with 15 years experience in the finance industry. She is a partner with Integrated Financial Group (IFG), Inc. Sandra launched her career as a financial advisor to help educate, empower and improve the financial security of all.

Sandra offers a full range of financial planning services through Securities America Advisors, Inc., which include wealth and risk management, estate and retirement planning and distribution planning. She believes in a conservative, long-term approach to planning. Sandra is a well-respected financial resource for her clients and values ongoing client relationships, trust and commitment.

Sandra gives workshops and presentations on financial topics to employees at various companies and to organizations. She has had an article published on College Funding for the Families with Children from China (FCC) newsletter.

Sandra has a M.B.A. in finance from Georgia State University and a Certificate in Financial Planning from the American College of Financial Planning. She is currently pursuing the completion of the Certified Financial Planner designation.

Sandra is married, has 2 children and a yellow lab. She is active in the PTA, plays tennis, enjoys gardening and is a member of the Spalding Garden Club. In 2003, she won a blue and red ribbon at the Southeastern Flower Show.

Dwayne was born in Canton, Georgia and has been in the Atlanta area all of his life. He is the founder and principle partner of Amplify Advisors located in north Atlanta. Dwayne has over 25 years of experience in the financial, tax, and planning area. He practiced as a Certified Public Accountant for 15 years before leaving public practice for private industry. Dwayne was President and CFO of a mid-size retail services organziation with revenues of 30+ million and over 1,000 employees for ten years.

In 2008, Dwayne began to be led into the financial counseling, coaching and speaking area. He currently works with individuals, families, business owners and ministries helping them get a grip on their finances and placing them on a path that leads to financial success over time. Through workshops, seminars, one on one counseling, and executive coaching, Dwayne helps individuals build momentum around their finances to achieve their goals and dreams in life. One unique aspects of Dwayne’s practice is that he sells no financial products, is not an investment advisor, nor is he a currently practicing CPA. He gives non-biased opionions based on his experience.

Dwayne has been married to his lovely wife Jennifer for 25 years. They have two children, two dogs and live in Roswell, GA. They attend and are actively involved in North Point Community Church in Alpharetta, GA.