We make a living by what we get, but we make a life by what we give.
- Winston Churchill
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Your Wealth Management Team
We are proud to introduce you to our team of financial professionals. As an RPG client, you will have full access to every member of the team -- Lead Advisors, Advisors, and Associates. We encourage you to tap into their considerable expertise.
Click on a team member's name below to learn more.
- Founder and Lead Advisor: John E. Howard, CPA, J.D., CFP ®
John is a co-founder and Chief Executive Officer of Resource Planning Group. He was born in Biloxi, Mississippi, but lived his early years in cities around the world as his father was an Officer in the Air Force. John is a magna cum laude graduate of the University of Tennessee (BS, Business Administration). He began his career as a Certified Public Accountant with Arthur Andersen. He then earned his Juris Doctorate from the Emory University School of Law. He is also a CERTIFIED FINANCIAL PLANNER™, founding RPG in 1991. He is a member of the Fee-Only ® National Association of Personal Financial Advisors (NAPFA), the Georgia Society of CPAs, the State Bar of Georgia, and the Atlanta Bar Association. He is also a Charter Member of Kingdom Advisors, a network of Financial Advisors committed to giving financial advice that is grounded in Biblical principles. John was named one of the Top 100 People in Georgia Banking and Finance by the Atlanta Business Chronicle from 2006 through 2009. He has also been identified as a FIVE STAR: Best in Client Satisfaction Wealth Manager since 2008 by Atlanta Magazine. John is a 2005 graduate of Leadership Sandy Springs, and he currently serves on the board of The Phoenix Society of Atlanta. John is also serving on the Board for Kaleidoscope ABA, Inc., which is a nonprofit school serving children with Autism Spectrum or related disorders.
How I Live Well : John and his wife, the former Georgia "Tee Gee" Finklea of Pamplico, South Carolina, have been married for over 30 years and have six children. Their second child, Jack, is autistic and has inspired a strong interest in families who have children with special needs. John and Tee Gee are active in the Body of Christ and dedicated to supporting missions at home and around the world. John enjoys spending time with his family, reading, and traveling.
- Founder and Business Development: Georgia F. "Tee Gee" Howard
Tee Gee, originally from Pamplico, South Carolina, is a co-founder and Principal of Resource Planning Group. She serves on the Board of Directors and Advisory Board of the firm. Tee Gee provides counsel in the areas of marketing, business planning, human resource development, and assists in the financial administration of the business. She is actively involved in the Sandy Springs community, including work with the Phoenix Society and local schools. Tee Gee is a member of The National Society of Colonial Dames XVII Century, Doctor Thomas Finckley Chapter. She is a graduate of Columbia College with a BA in Early Childhood Education and attended graduate school at the University of South Carolina. She provides invaluable support to John and is the mother of six children.
How I Live Well : Tee Gee has been married to John Howard for over 30 years. Aside from her devotion to her family, Tee Gee loves people and values bringing them together. She is committed to supporting causes for Autism, particularly Spectrum Autism Support Group. She also enjoys supporting those who are experiencing life changes and transitions, and loves missions and serving in the Body of Christ, as well as participating in local and national political activities. Her hobbies include interior design, cooking, reading, traveling, and mentoring.
- Lead Advisor: Jason D. Lina, MBA, CFA, CFP ®
Jason, originally from Chapel Hill and Southern Pines, North Carolina, is a Lead Advisor at Resource Planning Group. He is a CFA charterholder and a CERTIFIED FINANCIAL PLANNER™, with over 12 years of professional experience in the financial services industry. Jason earned his MBA from the Tuck School of Business at Dartmouth College, and received his undergraduate degree (BA, History) from Davidson College.
How I Live Well : Jason and his wife, the former Jennifer Sanborn of Marietta, Georgia, live in Alpharetta with their two children. They worship at Northpoint Church. While at Davidson, Jason was captain of the varsity golf team, and he remains an avid golfer today. He also enjoys playing tennis, coaching his children’s athletic teams, traveling with his friends and family, and is a lifelong North Carolina basketball fan.
- Advisor: John D. Evans III, CFP ®
John, originally from Tifton, Georgia, is an Advisor at Resource Planning Group. He is a graduate of North Georgia College and State University (BBA, Finance), and continued his education at the College for Financial Planning for his CERTIFIED FINANCIAL PLANNER™ certification. John's passion is developing and investigating financial planning strategies. John is a Captain in the Georgia Army National Guard, and serves as the Commander of the 248th Medical Company in Marietta, Georgia. He has served two tours in Iraq since 2005, and was awarded the Bronze Star for service during his last tour. John is also an Eagle Scout.
How I Live Well : John and his wife, the former Lindsey McPherson of Americus, and their son live in Peachtree Corners. They are members of Simpsonwood United Methodist Church. He is also a member of the Sigma Chi fraternity. John’s interests include traveling, playing golf, technology, hunting, and home projects.
- Advisor: Elizabeth A. Bosworth, CFP ®
Beth, originally from Marietta, Georgia, and Knoxville, Tennessee, is an Advisor at Resource Planning Group. She has 7 years of experience in financial services, spending the early part of her career in Wealth Management at a regional bank. She is a graduate of the University of Georgia, where she earned a degree in Spanish Literature, completing her studies at the University of Valencia in Spain. She is a CERTIFIED FINANCIAL PLANNER™, completing the University of Georgia Terry College of Business CFP® Program. Beth is currently serving as Secretary on the USTA Atlanta 2011-2012 Executive Board of Directors and on the Planning Committee for the 2012 Georgia Race for Autism.
How I Live Well : Beth lives in Atlanta with her Irish Setter. She is an accomplished tennis player, and has been involved in USTA and ALTA for over 20 years. She participates in national, professional-amateur and charity tournaments. She is also a member of Zeta Tau Alpha sorority and the G Chapter of PEO. Beth enjoys reading, arranging flowers, golf and serving in the Body of Christ.
- Associate: Anne-Rutledge C. Lautares
Anne-Rutledge, originally from Virginia Beach, Virginia, and Florence, South Carolina, is an Associate at Resource Planning Group. She lives on St. Simons Island, Georgia, and operates RPG's second office. Anne-Rutledge is a graduate of Clemson University, where she earned a B.S. in Financial Management with an emphasis in Financial Planning and a minor in Accounting. She has completed the University of Georgia Terry College of Business CFP ® Program, and plans to sit for the national exam in 2012.
How I Live Well : Anne-Rutledge is engaged to be married in April 2013 to John Wilheit “Wil” Kacos, originally from Gainesville, GA, and St. Simons Island, GA. She is a member of Alpha Delta Pi sorority, and an active member in the Clemson Alumni Association. In her spare time, Anne-Rutledge enjoys being at the beach, traveling, and attending Clemson football games.
- Associate: Lisa N. Holmes
Lisa, originally from Plantation, Florida, is an Associate at Resource Planning Group, and also serves as Executive Assistant to John Howard. Her responsibilities include client services and account administration. She attended Florida State University and graduated from Florida Atlantic University with a B.A. in Communications. Lisa has over nine years of experience in the field of finance, most recently as a Relationship Manager with a Florida-based investment management firm.
How I Live Well : Lisa and her husband, Brad Holmes of Cocoa Beach, Florida, live in Buckhead with their three children. They are active members of Peachtree Presbyterian Church, and dedicated participants in the Northside Youth Organization (NYO) and the Atlanta Ballet. Lisa's other hobbies and interests include traveling, reading, interior design, and spending time with family.
- Associate: Marjorie Edenfield
Marjorie, originally from Pretoria, South Africa, and Gainesville, Georgia, is an Associate at Resource Planning Group. She is a summa cum laude graduate of Brenau University where she earned a Bachelor's degree in Accounting. While attending school, Marjorie was an active member and President of the Brenau Student Ambassadors and the Student Alumni Council. She was also a member of Phi Kappa Phi Honor Society, Order of Omega, and Alpha Delta Pi sorority. In 2012, she was awarded the Academic Excellence Award by the Georgia Society of CPA's and the Outstanding Business Student Award by the School of Business at Brenau University.
How I Live Well : Marjorie and her husband, Adam Edenfield of Lula, GA, live in Marietta. They both attend Chestnut Mountain Presbyterian Church. Marjorie’s interests include running, sightseeing, and baking. She also volunteers for the Volunteer Income Tax Assistance Program (VITA) as an income tax preparer in the Gainesville community.