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 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 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 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.
A native Georgian, Mr. Kassam attended Mercer University in Macon, GA. He graduated with a Bachelors of Science in Finance, along with minor degrees in Marketing and Spanish. 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 17 years, and continues to bring on more clients that share his same philosophies. Estate, Retirement, and College Savings Planning are big proponents of his business, and he strives to assist every client in working towards their financial goals and success. Advising clients on a personal basis takes on a new meaning, as Mr. Kassam 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.
Mr. Kassam actively conducts financial seminars for his clients, and is often asked to speak in community events, on many topics including: Estate Preservation, College Savings, and Employee Benefits. He has participated in over 50 lectures in the Southeast USA.
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 has hosted the Partnership Golf Tournament for the last 7 years, which is currently being held at the East Lake Country Club in Atlanta. He resides in Suwanee, GA with his wife Farzana, daughter, Ayva and son, Amaan.
Megan Patton joined Proactive Wealth Strategies in 2015 as an Administrative Associate. Her responsibilities include overseeing office functions and coordinating client and business meetings. Megan assists in the processing and tracking of many types of account activity including account establishment, maintenance, transfers, day-to-day client account requests as well as providing general office support
As a graduate of the University of Georgia, Megan acquired a degree in Anthropology with an emphasis on Environmental Science. She is an active member of the Chamber of Commerce and knows the importance of education, structure and community. Megan works to enhance the experience of the clients of Proactive Wealth Strategies to provide them with the best quality service.