Brian Staples joined Jon Baker Financial Group in November 2012 as the Operations Manager. Besides ensuring the smooth operation of the business and office, he also oversees all day-to-day business to confirm that it remains compliant with the rules and regulations of the financial planning industry.
Brian is a two-time graduate of the Robinson College of Business at Georgia State University, having earned a bachelor’s degree in Business Management and an M.S. in Personal Financial Planning. He is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and he has long experience with adhering to a strict code of ethics.
Previously, he ran his own financial planning practice for eight years, working mainly with clients in the South Atlanta area. Before that, he was a senior planner with an independent financial planning firm in the Atlanta area. He began his career in the financial industry as a Trust and Investment Specialist with SunTrust Bank.
Brian enjoys spending time with his kids, playing basketball, and keeping up with Atlanta United FC