You are cordially invited to join us for a special webinar as we discuss important topics for those in or nearing retirement! You won't want to miss this event!
D. David (Davey) Bales Jr. attended Georgia State University. After college, Davey worked for State Farm Insurance as a life, health, & financial specialist. Davey left State Farm and accepted a position with the Fellowship of Christian Athletes (FCA) as area director for Forsyth and Dawson counties.
While on staff with FCA, Davey successfully opened FCA chapters in middle and high schools all over his area. Davey eventually went on to become an Atlanta area director, helping to expand FCA throughout metro Atlanta. Davey then went on to open Bales Financial Group to help individuals and families realize their retirement income goals.
Davey, his wife Amy and their three children reside in Cumming. They are members of Browns Bridge Community Church.
Mark Anglin has had a passion for serving others his entire life. He proudly served his country as a member of the United States Army where he began to hone his leadership and servant skills. Building upon his desire to lead and serve, Mark earned a BS Degree in Integrated Leadership Studies at Central Michigan University. He is Series 65 Securities Licensed and handles our Assets Under Management side of the business. Additionally, he is licensed for the sale of Home, Auto, Commercial Business, and Life Insurance.
Over the past 13 years, Mark developed a passion for coaching youth basketball in several North Georgia communities. Witnessing the positive changes in so many young athletes, he felt led to start a career where he could serve people daily. He now helps others to protect their financial and physical assets through the platforms provided through investment advising and insurance.
Mark lives in Dawsonville with his wife Briana and their three children; Ty, Taylor, and Madison. He is an avid bass tournament fisherman, loves deer hunting, and especially loves to watch his kids compete in sporting events.
It's never been more challenging to prepare for retirement. We’re here to help you adapt to the new retirement reality. Learn different ways to protect your retirement income, navigate market volatility, reduce taxes in retirement, maximize your Social Security benefits and more with our live informational webinars.