Broker Check

Team

 

Timothy P. Gelinas, CAS®, CFS®, CIS®, CSA

President

(770) 973-5220

(770) 973-5171

tgelinas@sfp.us.com

With more than 20 years of experience, Tim has been meeting the needs of his clients. He specializes in helping retirees preserve and protect their assets. His personalized service has won him numerous awards and he has been...

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Jolynn Riney

Office Manager

(770) 973-5220

(770) 973-5171

jriney@sfp.us.com

Jolynn has been with Senior Financial Planning for 10 years. She enjoys working with clients to help them reach their financial goals. Jolynn oversees the day-to-day duties that are required to keep the office running smoothly,...

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Rachael Gelinas

Bookkeeper/Creative Editor

(770) 973-5220

(770) 973-5171

rgelinas@sfp.us.com

Rachael has worked with her husband, Tim, in insurance and financial services since 2000. She has been the driving force for developing office systems and procedure and has been integral in the growth of Senior Financial Planning....

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Donna Cates

Office Assistant

(770) 973-5220

(770) 973-5171

dcates@sfp.us.com

Donna works closely with the LifeTrack service developed by Estate Settlement Services. She helps keep clients organized and up-to-date with all their critical information. Donna's bright, cheery personality is very apparent as she...

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Gary Swilley

CPA

770-296-3017

garyswilley@icloud.com

My professional background has included over 20 years in pubic and corporate accounting and 12 years of service with the US Dept. of the Treasury, Office of the Inspector General for Tax Administration. This experience provided an...

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