Call Us: 770.353.6400

OUR TEAM

We offer highly personalized service and a long-term commitment to those we serve.

David GaynesCFP®, ChFC, CFS

Gaynes Financial Services, Inc.
200 Ashford Center North, Suite 400
Atlanta, GA 30338

Phone | 770-353-6350
Fax | 770-353-6338
E-mail | dgaynes@intfingroup.com
www.capitalgaynes.com

Client Vision

David has been providing sound financial advice to his clients since 1991.

“My primary job,” David says, “is not to know which investments are going to ‘outperform’ other similar investments. My job is to help my clients have a successful retirement. You tell me where you want or need to be, and I’ll design a strategy that aims to give you the highest probability of success.”

David specializes in working with clients who have reached the distribution phase of their wealth. He uses comprehensive Financial Planning to design strategies for clients to provide incomes that are designed with the goal to keep pace with inflation, and provide incomes that his clients can never outlive.

Areas of Expertise

  • Wealth Distribution
  • Comprehensive Financial Planning

Education/Certification

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Chartered Financial Consultant (ChFC)
  • Certified Fund Specialist (CFS)
  • Emory University Graduate, Atlanta, GA

Outside The Office

David lives in the metro Atlanta area with his wife, Meredyth, and five sons Cody, Toby, Jesse, Trace & Colt.

David H. Gaynes
David H. Gaynes
CFP®, ChFC, CFS

Steven M. ReentsCFP®

Steven M. Reents has over 10 years of experience in the financial/retirement planning industry. He has served on the board of the Atlanta Chapter of the Financial Planning Association and as President of the GSU Financial Planning Alumni Club.

Areas of Expertise

  • Financial Planning
  • Financial Plan Analysis
  • Wealth Accumulation Strategies
  • Asset Protection Options

Education/Certification

  • CERTIFIED FINANCIAL PLANNER ™
  • MBA, Georgia State University
  • B.A. North Central College, Naperville, IL

Outside The Office

Steve lives in Mableton with his wife, Lisa, and son & daughter.

Steven M. Reents
Steven M. Reents
CFP® - Planning Assistant

Laura StoneOffice Operations & Administrative Support

About Laura – As the “First Face” to greet Consortium visitors, Laura insures that clients and guests are handled in a prompt and welcoming manner. Additionally, Laura supports the Office Manager, Karen Cooke, overseeing branch operations and enabling Advisors and Assistants to fully focus on servicing the needs of their clients.

Areas of Expertise

  • Office Operations
  • Administrative Support

Outside the Office

Laura enjoys reading, listening to music, and spending time with friends and family. Her dog, Rocky, is a constant companion when she’s not at work or school. Laura also volunteers for a non-profit organization on weekends.

Laura Stone
Laura Stone

Karen CookeBookkeeping & Human Resources

Over the past 14 years working as Back Office support and Office Manager for the Consortium, the advisers and their assistants have been Karen’s direct clients. Her main objective is to assist the Managing Director (Don Patrick) in creating a calm and responsive environment which will equip her “clients” with the necessary tools to successfully service their clients.

 

Areas of Experitse

  • Organizing Office Operations and Procedures
  • Bookkeeping Responsibilities
  • Overseeing Human Resources Functions
  • Supervise the maintenance of Books and Records

Education/Certification

  • Diploma in Human Resource Development
  • Certificate in Office Administration
  • Certificates in Basic Annuities, Mutual Funds and Life Insurance Concepts
Karen Cooke
Karen Cooke

Hope SennDirector of Operations

Hope Senn has been in the industry since 1998. She has been providing superlative support and service to advisors and their clients in boutique advisory firms, family office practices, and turnkey asset management programs (TAMP).

 

Areas of Expertise

  • Customer Service
  • Office Administration
  • Compliance

Education/Certification

  • FINRA Series 7 and 63 securities licenses – registrations held through LPL Financial.
  • Bachelor of Science in Finance (cum laude), Troy University, Troy, AL

Outside the Office

Hope lives in the metro Atlanta area and enjoys photography, reading, and listening to music.

Hope Senn
Hope Senn
Director of Operations
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We provide comprehensive wealth management

Work with us to help make complex financial decisions easier.770.353.6400