Cindy Derso
Cindy is a Co-Founder of Proactive Wealth Strategies, LLC. She is an Investment Advisor Representative and Registered Representative with LPL Financial. She has been practicing Financial Planning for 17 years. She has her Series 7, 63 and 65 Securities Registrations through LPL Financial, as well her state Life and Health Insurance licenses. She is a member of the Financial Planning Association and a graduate of Eastern Michigan University.
Cindy’s interpersonal skills and ability to establish relationships, enable her to understand clients’ needs and explain complex information simply and clearly, so they can make informed financial decision for themselves, and their family.
She works from our office in Marietta, Georgia and resides in Roswell. Her daughter, Molly, lives in Texas with her husband and Cindy’s grand-daughter, Parker Jeune (PJ).
Craig Seligman
Craig is a Co-Founder of Proactive Wealth Strategies, LLC. He has been practicing financial planning for more than 25 years and specializes in helping people who are either retired or nearing retirement. Craig is recognized as being especially knowledgeable on topics relating to tax strategies for retirement and investment management, as well as developing estate planning strategies to optimize wealth transfer.
Craig is an Investment Advisor Representative and a Registered Principal with LPL Financial, and he has a Series 7, 24, 63, 66 Securities registrations held at LPL Financial, as well as having his state Life and Health Insurance license.
Craig brings an abundance of emotional management experience to the Proactive Wealth Strategies team. He has over 20 years of experience in understanding what his clients wants and needs are and is able to communicate with them in a way that is easy to understand.
In 2018 Craig was recognized by LPL to join their Director’s Club (Based on annual production). As someone who was born in Sandy Springs, he along with his wife, Tracy decided to move back to Sandy Springs in 2000 where they now reside with their two kids.
Clint Farabaugh
Clint Farabaugh is a Certified Financial Planner™ professional, or CFP®, and an Investment Advisor Representative and Registered Representative with LPL Financial. Clint holds his Series 7 and 66 Securities registrations with LPL Financial. He has earned his MBA from Georgia Southern University. He earned a Bachelor in Industrial Engineering from the Georgia Institute of Technology and a Bachelor of Science in Applied Mathematics from Armstrong State College. Finally, Clint has his Life, Health and LTC licenses for the states of Georgia and South Carolina.
Clint started his career as a financial advisor in 2007. He was drawn to this field because of his strong desire to help people. With his clients, in retirement and approaching retirement, he emphasizes strengthening a retirement plan so that it can better withstand market fluctuations. He also works with businesses and business owners to develop good company retirement plans for their employees. He helps owners and highly compensated employees implement strategies to lower their taxes and better protect their assets and prepare for uncertainty.
Clint works in our office in Marietta, GA. Clint resides in Acworth, GA with his wife Karen. He has three 3 grown daughters and he has been an active volunteer in his church, his community and in his children’s recreational and school activities.
Akbar Kassam
Akbar Kassam is an LPL Financial Adviser at Proactive Wealth Strategies, LLC, a Financial and Estate Planning Firm that is dedicated in providing an academic approach to building customized financial plans for individuals and business owners.
Son to immigrants of East Africa, Akbar was born in California and has lived in Georgia for the last 43 years.
He finished his Undergraduate Studies at Mercer University in Macon, GA with a bachelor’s degree in Finance. He later attended Stanford University at the Graduate School of Business. He currently holds professional designations or licenses in the areas of investments, insurance, alternative investments, etc.
He has served as a personal financial consultant to numerous clients throughout the last 21 years and continues to bring on more clients that share his same philosophies.
Akbar holds an open-door policy with all clients, allowing them to discuss freely any business or personal aspects of their lives, creating long-term personal relationships.
Akbar devotes his off time to his family and his charity of choice, the Aga Khan Foundation, which helps alleviate poverty in third world countries. He resides in Suwanee, GA with his wife Farzana, daughter, Ayva (13) and son, Amaan (4). Akbar is a big fan of the Lakers, Braves, 49ers, and sometimes the Falcons.
Tracy Seligman Executive Assistant
770-971-4107Tracy Seligman joined Proactive Wealth Strategies in June of 2021 after successful careers in both sales & marketing and middle and high school education. Tracy serves as an administrative associate to both Akbar and Craig. Her responsibilities include client service in areas of life insurance and account management as well as helping make Akbar and Craig’s lives more organized and efficient.
As a Virginia native, Tracy graduated from Old Dominion University with a B.S degree in both marketing and secondary education. She has lived in Sandy Springs for over 20 years with her husband Craig and their two children. Tracy loves Pilates, playing MahJong, reading and travel. She looks forward to visiting her college aged children and exploring more of the U.S and Asia in the near future. Tracy works to enhance the experience of the clients of Proactive Wealth using her past career experience by providing them with the best quality and most helpful service possible.
Sherry Seligman
770-971-4142Sherry Seligman joined Proactive Wealth Strategies in October of 2022. Sherry attended University of Georgia and Georgia State University. Her career background includes twenty plus years in Accounting, Finance, and SEC Compliance, as well as five years in office management. Always “up” for learning and new challenges, she is looking forward to her new career in wealth management assisting the LPL advisors provide the best of services to their clients.
Sherry is a native Atlantan. During her life, she has also had the opportunity to live in the states of Texas, Florida, Alabama, and North Carolina. Sherry recently moved back to Georgia, and currently resides in Sandy Springs.
In her time off, Sherry loves to spend time with family and close friends. She enjoys cooking, exploring new restaurants, hiking, photography, and attending golf tournaments. As a lover of all things sports, she is a big fan of the back-to-back National Champion Georgia Bulldogs (Go Dawgs), and the Atlanta Braves and Falcons.