Gene Lee

ChFC®, RICP®
Telephone: 770-386-6304
Contact Email: gene.lee@peachtreeplanning.com

For 37 years, people have been working with Gene Lee because they know that he cares about doing what's right for his clients and they trust him. Gene has been counseling investors from major corporations, small businesses, and individuals to help them simplify and organize their finances in order to protect their lifestyle, family, and assets. This process provides clarity and confidence for investors to spend and enjoy their wealth with the people they care most about without the fear of running out of money.

Gene is a Senior Partner with Peachtree Planning and has conducted numerous seminars, conferences and workshops for business, civic and church groups on finances, taxes, investment strategies, and employee benefits. He has also done extensive work with charitable organizations, providing tax strategies and in-depth financial plans. He has been recognized for the last 15 years in Atlanta Magazine as one of their Five Star Wealth Managers*.

A cum laude graduate of Auburn University, Gene and his wife, Nanci, live in Cartersville and have two sons, Stephen and Phillip and are the proud grandparents of Martha Kay, Sam, Seth and Virginia. Active in his community, Gene is a member of the Bartow Rotary Club, past Chairman of the Cartersville-Bartow County Chamber of Commerce, past Chairman of the Board for the Etowah Education Foundation, past President of the Cartersville Little League and elder at Cartersville First Baptist Church.

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Jay Milam

Telephone: 770-386-6304
Contact Email: jay.milam@peachtreeplanning.com

Jay has been providing sound financial advice to his clients since 2005. He graduated with a Bachelor of Science from Jacksonville State University in 1993 and a Masters of Science from Life University in 1995. Jay began his career with Peachtree Planning Corporation in 2005, after working as a business professional for several years. Jay was selected as a Financial Representative in 2005 and currently works in the Cartersville office along with Gene Lee. He advises his clients on a variety of financial matters including retirement planning, investment planning and risk management. Jay develops strategies to help individuals, families and businesses reach financial security as efficiently and effectively as possible. He has been recognized for the last 7 years in Atlanta Magazine as one of their Five Star Wealth Managers*.

Jay is a lifelong resident of Cartersville and has twin boys Wesley and Watson. Jay and his wife, Memri, reside in Cartersville. Passionate about his community, Jay is a member of the Cartersville/Bartow County Exchange Club, Cartersville/Bartow County Chamber of Commerce and is a past Board Member for the Good Neighbor Homeless Shelter. In his leisure time he enjoys time with family, golf and volunteering at local schools as a mentor.

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