Cara Zucker Patti Sheffield
Meet The
Andrew Straton Sam Wilkerson
Team
Cameron Zabko Dan Streetman
Brian Staples Eric Michalski
Brian Staples joined Jon Baker Financial Group in November 2012 and currently serves as the Director of Operations , besides overseeing the rules and regulations of day-to-day operation of JBFG . 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 MS in Personal Financial Planning . He is also a CERTIFIED FINANCIAL PLANNER™ practitioner and he has lengthy 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 services 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 Football Club .
Dan Streetman joined the operations team of Jon Baker Financial Group in 2015 where he assists with many back-office operations . His enthusiasm for financial planning began in 2008 just after graduating from Richards College of Business at the University of West Georgia with a bachelor ’ s in Business Administration . Like many of his peers at the time , he was thrust into a less-than-desirable economy . That experience caused him to develop a strong desire to allocate his own monetary resources in the most prudent manner possible . After college , Dan earned a Certificate in Financial Planning from Emory University and holds the designation of CERTIFIED FINANCIAL PLANNER™ practitioner . Previously , he worked for an online stock brokerage firm and a boutique financial planning firm in the greater Atlanta area serving high net worth clients . In his free time , Dan is an avid reader . He also is a collector of foreign currency .
Brian is a non-registered associate of Cetera Advisor Networks LLC . Dan is a non-registered associate of Cetera Advisor Networks LLC .
Eric Michalski joined Jon Baker Financial Group in 2011 and currently holds the title of Wealth Advisor . Eric works with clients to help them pursue their financial goals . After receiving his BS in Finance from The W . P . Carey School of Business at Arizona State University , he later went back to school and completed the CERTIFIED FINANCIAL PLANNER™ program at UGA ’ s Terry College of Business . Eric ’ s love of finance and investing started in his late teens when he made his first investment in the stock market . He currently holds the CERTIFIED FINANCIAL PLANNER TM designation . Eric began his career in the financial services industry in 1999 shortly after moving to Atlanta , working in the trading department for a national discount broker . He later moved into relationship management for TD Ameritrade and then Nationwide , helping his clients with their investment , insurance , and financial goals . Eric was born and raised in Chicago and likes to visit there often . He enjoys traveling , staying active , watching movies , and taking on various home improvement projects .
Sam Wilkerson joined Jon Baker Financial Group in 2010 as a paraplanner , after first working within the 401 ( k ) industry and then for an advisory group that focused on financial planning for business owners . His initial analytical role and research skills evolved into his current title of Wealth Advisor , building and maintaining relationships with clients as he guides them through the wealth advisory process . Additionally , as Director of Advisory Services , he leads the organization through the mentorship of colleagues and his desire to provide clients top-notch service year after year . Sam grew up in Mobile , Ala ., and moved to Atlanta in 1999 to attend Georgia Tech , graduating with a BS in Management in 2003 . He is a CERTIFIED FINANCIAL PLANNER™ practitioner and has a master ’ s degree in Financial Services ( MSFS ). Sam enjoys the home remodeling design process and exploring the city with his family . Someday , he hopes to own a secluded mountain cabin on a piece of beautiful property that has a river running through it .
Andrew Straton is an alumni of Kennesaw State University with a Bachelor ’ s of Finance in Business Administration . He has always enjoyed helping people reach their life goals . After college , he served in the mortgage industry for three years where he helped clients realize their dreams of homeownership . During the refinance process , he would routinely suggest consolidating debt to reduce overall monthly payments . As one of our Client Relationship Managers , Andrew is in the position to help keep people on track financially and plan for the future . Andrew enjoys assisting our clients to pursue the clarity they need to make smart , informed decisions through a comprehensive financial plan . He brings extensive experience in this area to the team at Jon Baker Financial Group . Andrew shares his spare time between family and friends , the gym , smoking BBQ , and combating the Georgia heat for a green lawn . He is married with an addition of a Husky puppy to the family .
Cameron Zabko joined Jon Baker Financial Group in May 2018 as an intern , where he worked to create our NextGen U learning platform to teach young adults basic financial literacy . He joined the team full time after graduating in 2019 . Currently , he acts as the team ’ s Client Relationship Manager , serving as a liaison between advisors and clients to assist in a myriad of tasks including service requests , communication , and financial planning . Cameron graduated from the Terry College of Business at the University of Georgia , where he earned a BBA in Finance and a certificate in Legal Studies . He later completed the CERTIFIED FINANCIAL PLANNER™ program at UGA ’ s Terry College of Business becoming a CERTIFIED FINANCIAL PLANNER™ professional . He enjoys traveling , experiencing new cuisines , spending time with his family , and volunteering with the Cystic Fibrosis Foundation .
Cara Zucker joined Jon Baker Financial Group in October 2020 as a Marketing Specialist to create brand strategies for new customer engagement . She works in the first part of a client ’ s journey through event-planning and social media . She brings a strong background and education in marketing with a business emphasis and a passion for creating an excellent client experience from the moment you meet us online . Cara graduated from Georgia College & State University with a Bachelor of Business Administration in Marketing . She ’ s energetic with her free time , enjoying traveling , trying out new foods and recipes , and spending time with her dogs .
Patti Sheffield joined Jon Baker Financial Group in 2015 as Director of First Impressions . She is responsible for scheduling appointments , greeting visitors to the office , and making sure that the office is running smoothly on a day-to-day basis . And , yes , you usually talk with her first when you call the office .
Cara Zucker and Patti Sheffield are not affiliated or registered with Cetera Advisor Networks LLC . Any information provided by them is in no way related to Cetera Advisor Networks LLC or its registered representatives .
THE HEALTHY , WEALTHY , WISE AND HAPPY JOURNAL | 7