111 Leake Street Cartersville, GA 30120
Phone 770-386-6304 Fax 770-386-1058
tani.bruce@peachtreeplanning.com

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Peachtree Planning



Gene Lee


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

For 28 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 helped clients reduce income taxes and minimize estate taxes in order to protect their estate values from unnecessary costs. He has also done extensive work with charitable organizations, providing tax strategies and in-depth financial plans and was recognized in Atlanta Magazine as one of their Five Star Wealth Managers 5 years in a row.

A cum laude graduate of Auburn University, Gene and his wife, Nanci, live in Cartersville and have two sons, Stephen and Phillip and two grandchildren, Martha Kay and Samuel McCray. 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, church deacon, and serves as the Finance Chairman for the Northwest Georgia Council of the Boy Scouts.

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Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian

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, Josh Brock and Mike Fields. 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.

Jay is a lifelong resident of Cartersville and has twin boys Wesley and Watson. 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. He is also an active member at Crosspoint City Church. In his leisure time he enjoys time with family, golf and attending high school & youth sporting events.

Why Do You Work™

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Registered Representative of Park Avenue Securities, Financial Representative of Guardian

Josh Brock


Telephone: 770-386-6304
Contact Email: josh.brock@peachtreeplanning.com


Josh Brock was born in Milledgeville, Ga. and his family moved to Cartersville, Ga when he was a young child. Josh is a graduate of Cartersville High School and the University of Georgia where he was a three year letterman on the UGA football team.

Serving clients' financial needs for more than 10 years in mortgage banking, consumer banking, commercial banking and financial planning allows Josh to provide a unique perspective to opportunities his clients face. He works with clients to develop, implement and utilize strategies to simplify and organize their finances in order to protect their lifestyle, family and assets. Upon proper organization Josh helps clients align their financial desires with their financial decisions, which is achieved by thorough examination of a clients' current plan. After this review, he makes recommendations regarding asset protection, asset accumulation and liquidity management built to work in all situations.

Josh lives in Cartersville, Ga with his wife Tamara, daughter Carder and Yellow Lab Marshall. He is very active in his community as a Board Member of the Cartersville/Bartow County Chamber, Board Member of Advocates For Children and past Treasurer of the Cartersville/Bartow County Exchange Club. During the fall, you can hear Josh on WBHF AM 1450 and FM 100.3 where he is the host of Countdown to Kickoff and sideline color commentator for local high school football. Josh is also a member of the Georgia Bulldog Sports Radio Network as an analyst and is a regular contributor on Bulldogs Live, a weekly call in radio show and Dawg Talk Post Game Show. Josh and his family are active members of Cartersville First Baptist Church where he teaches a Senior Adult Bible Fellowship Class. In his free time, Josh enjoys being on the lake with his family, hunting and fishing.

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Registered Representative of Park Avenue Securities, Financial Representative of Guardian
Jay Milam Peachtree Planning Cartersville GA

Mike Fields


Telephone: 770-386-6304
Fax: 770-386-1058
Contact Email: Mike.Fields@peachtreeplanning.com


Michael (Mike) Fields is a Georgia native having lived in every corner of the state, the last twenty-four years in Cartersville. After graduating from Mercer University, Mike began a career in human resources with a major corporation before beginning a career as a financial advisor with Interstate-Johnson Lane (now Wells Fargo Advisors). For the past twenty-three years, Mike has worked with major corporations, small businesses, and individuals on a variety of financial matters including retirement planning, investment planning and risk management. His 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.

Mike is an active member of Heritage Baptist Church where he teaches youth Sunday school. His other current community activities include board member- ships at the Chattahoochee Technical College, Cartersville GateKey Foundation, Bartow Rotary Club, The Cartersville Development Authority and The Etowah Scholarship Foundation. Mike also previously served as the mayor of Cartersville from 2002-2008.

Mike’s wife of twenty-seven years, Susan, is a primary school teacher in the Cartersville School System. The couple has two daughters, Ellie, a student at the University of Georgia and Maggie, a junior at Cartersville High School. In his free time, he enjoys attending sporting events, reading, writing, outdoor activities and spending time with his family.

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Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian