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Brian Staples, MSFS, CFP®

Brian Staples, MSFS, CFP®

Director of Operations

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