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 36 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 14 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 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, board member for the Northwest Georgia Council for the Boy Scouts, 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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2020-101795 Exp 5.26.2022
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), Special Agent 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 and Cade Archer. 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 with her 3 boys Chase, Carson and Cade Horn. 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. 

Why Do You Work™

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2020-101804 Exp 6.8.2022
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), Financial Representative of Guardian.


Cade Archer


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

Cade Archer provides sound financial guidance to his clients. He graduated with a Bachelors Degree in Business Administration from Reinhardt University. He is the recipient of several professional organizational awards and honors including, Graduating Summa Cum Laude from the McCamish School of Business at Reinhardt University.

Cade began his career with Peachtree Planning in 2023, after working in the mortgage industry after college. Cade was selected as a Financial Professional and currently works in the Cartersville location. He guides his clients on a variety of financial matters including retirement planning and risk management. Cade develops strategies to help individuals, families and businesses reach financial confidence as efficiently and effectively as possible.  

Cade lives in Cartersville with his wife, Kaylee, and their daughter, Ellie. Active in his community, Cade is a member of Cartersville Chamber of Commerce, BNI and Rotary Club. He is also active in the various community events such as the Mardi Gras Charity Event, Love Travels Charity Fund Raising basketball tournament, and working with members of the community who are developing new programs for youth outreach in the area. In his leisure, he enjoys playing basketball and tennis, spending time with his family, and helping with local sports programs at high school and recreational levels. He has a deep passion for finding ways to be involved in his community to be able to make as much positive impact as possible.

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2023-153407 Exp 4.2025
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Peachtree Planning is not an affiliate or subsidiary of Guardian.