The Planmark Financial Group Team
Meet Our Team
Chairman & Managing Partner
David is a principal and Managing Director of the firm, with over three decades of experience in the financial services industry. Previously, David rose to the position of Senior Vice-President at Merrill Lynch. He currently serves as the firm’s Chief Investment Officer (CIO) and is the Chairman of the Wellspring Wealth Investment Policy Committee. He is a member of the Financial Services Institute, the PEAK Academy of Wealth Managers, the Wealth Advisors Institute, the Family Offices Group, the Global Wealth Management Group, the Trusts and Estates Network, the Private Equity Investment Group, as well as the Georgia Tech Business Network. He also served on the Advisory Board of eMoney Advisors for over five years.
David’s community involvement includes being a Circle member of the High Museum of Art of Atlanta, the Director’s Club of the Atlanta Botanical Gardens, the Leadership Council of the Georgia Tech Alumni Association, as well as the Alois Society of the Georgia Chapter of the Alzheimer’s Association. He is a member of both the Georgia State and United States Golf Associations. He received his Bachelor’s degree from Georgia Tech and his MBA from the University of New Orleans.
His personal passions include spending time with his wife, Janice, and their dogs, as well as hiking, winged sport shooting, fine wines, outdoor concerts, and traveling. David is an avid golfer, playing in 15 to 20 tournaments annually. He is the reigning Senior Club Champion at his home course. He and Janice have been members of Smoke Rise Country Club since 2000, and the Reserve at Lake Keowee since 2007.
Principal, CFP®, AIF®
Fredrick Livingston’s impressive credentials include over 35 years of experience helping corporate and individual clients regarding retirement, estate and investment issues.
Fred amassed a notable executive resume prior to founding PLANMARK, including positions as Director of Qualified Plan Services for a national benefit consulting firm and Senior Vice President of a regional financial planning firm.
Fred is a licensed Certified Financial Planner (CFP®), Accredited Investment Fiduciary (AIF®) and Chartered Life Underwriter (CLU®). He has completed graduate course work in Advanced Pensions, Retirement Plan Design, Estate and Business Planning. Fred holds a master’s degree in Business Administration from Georgia State University and a BBA undergraduate degree from University of North Georgia.
His technical expertise and dedication to client service are the foundation of PLANMARK’S reputation as an innovative leader among independent, full-service pension consulting firms. Fred has extensive experience designing plans for professional groups that address the various staff structures in medical groups, and accounting and law firms.
He is a member of the Financial Planning Association, American Society of Pension Professionals & Actuaries and the National Association of Plan Advisors. He is a past president of the Alpharetta Rotary club and the North Fulton Rotary club. In addition he has served on the Board of Directors of the Golf Club of Georgia, where he was Treasurer for two terms.
Mark H. Winston has more than 25 years experience working in the financial services industry as well as for private enterprises. Prior to joining Planmark in 2010, Mark was the Chief Financial Officer for a merchandising services company, the Chief Financial Officer and later the President of a custom tradeshow exhibit designer and manufacturer, and began his career as a commercial banker. He holds a Bachelor of Science in Business Administration from the University of North Carolina in Chapel Hill.
Mark is an Investment Advisor Representative with LPL Financial. In May 2014 Mark was authorized by the Certified Financial Board of Standards to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board Certification requirements. He has received formal training in investment fiduciary responsibility and has earned the Accredited Investment Fiduciary® (AIF®) professional designation awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh’s Center for Executive Education.
A native of Virginia, but a long time resident of North Carolina, Mark and his wife moved to the metro Atlanta area in January 1987. Mark and his wife have a daughter who is a teacher and coach in the Cobb County school system and another daughter attending Troy University.
Valeri is a Senior Wealth Advisor with Wellspring Wealth. With over twenty plus years of experience in the financial industry, Valeri is recognized as a distinguished leader in the financial services industry. Prior to joining Wellspring Wealth, she worked in a management, business development role for over two decades with Charles Schwab and Co and E*Trade Financial. Forging deep relationships and having a strong sense of accountability to building clients’ financial dreams are two of the cornerstone principles on which Valeri’s professional philosophy is built. She is also an outspoken advocate of equality in investment education, having a passion around enhancing women investors to become more financially independent.
Community service and development are vitally important to Valeri. As a member of the Board of Directors for the YMCA Forsyth County, she contributes substantially to her community by: helping under privileged children become involved in the community and attend summer camps; developing and maintaining an environment where children can take the first small, yet crucial, steps to achieving their dreams; fostering a community of family caring and giving.
Valeri grew up in the small western town of Douglas, Wyoming and attended Casper College where she majored in Business Administration. In her personal time Valeri enjoys hiking, and the beauty of the North Georgia Mountains at her vacation home on the river. Family time is spent with her husband, two adult children and three dogs.
Caleb is a CFA charterholder and active member of the CFA Society Atlanta. Prior to joining Wellspring he worked as an Investment Analyst on a high net worth team at Merrill Lynch and as a Financial Consultant at Charles Schwab. Caleb is a graduate of Georgia Southern University, majoring in Economics with a minor in Spanish.
Caleb is a board member for Curing Kids Cancer in addition to being a founding board member of the Young Professionals Board at the Auditory Verbal Center.
Caleb is a big sports fan and plays tennis several times a week. He and his wife Bridget travel as much as they can, having enjoyed time in Europe, Asia and Central/South America. They have a golden doodle puppy named Stella that keeps them busy at home.
Dennis is a principal and Managing Partner of Wellspring Wealth where he leverages over 20 years of experience to assist affluent, multi-generational families, family offices and their advisors. He provides clarity and confidence in meeting their personal, business and financial goals. Based in our Alpharetta, Georgia offices, Dennis also maintains a significant presence in coastal Georgia and the Midwest.
Dennis takes pride in building strong relationships with law and accounting firms, as well as family offices on behalf of their mutual clients. His dedication to multidisciplinary teams is exemplified through the work ethic and the breadth of expertise he provides. Dennis commonly leads high-level panel discussions at the annual meetings of the Fiduciary Law Section of the State Bar of Georgia, the Family Office Exchange (FOX) Regional Member meetings, and the Southeastern Family Office Forum.
In addition to his commitment to clients, Dennis is dedicated to furthering his profession. He serves as a member of the Atlanta Estate Planning Council, Savannah Estate Planning Council, the National Association of Estate Planning Councils and the Thought Leaders Council of the Family Office Exchange. As a committed member of his community, Dennis has served in various roles for several organizations including Troop Committee Chair with the Boy Scouts of America. He currently serves on the Hilton Head Island Motoring Festival and Concours d’Elegance Board of Directors and is a trained volunteer for CanCare.
Prior to joining Wellspring, Dennis was an executive level manager for GE Medical Systems. He earned a Master of Business Administration from Rockhurst University and a Bachelor of Science with Special Honors from the University of Southern Mississippi.
A native of Terre Haute, Indiana, Dennis resides in Johns Creek, Georgia, with his wife, Susan, to whom he has been married for more than 30 years. Dennis and Susan have two sons, Andrew and Austin, who are both proud Eagle Scouts. He and his family are members of Johns Creek Presbyterian Church, where he is an Elder. Dennis is an automobile enthusiast who enjoys restoration and all forms of auto racing.
Andrew is a Financial Advisor with Wellspring Associates where he provides a driven commitment to serving client interests throughout the Wealth Integration Process™. With a proven aptitude for complex financial analysis, he has established a foundation of success in providing clients with sound advice on a variety of matters relating to planning, securities and life insurance. While managing his independent financial advisory practice prior to joining Wellspring Associates, Andrew’s self-discipline and commitment to his personal success, and to that of his clients, inspired him to self-study for the rigorous Series 66 examination. He successfully completed these examinations on the first attempt. In addition, Andrew holds life insurance licenses exemplifying his understanding and devotion to Wellspring Associates and the clients they serve.
Outside Wellspring Associates, Andrew is a percussionist, automotive enthusiast, and is committed to health and fitness. However, his true passion is working to help protect animals. One such avenue is through the conservation of fish species that are extinct in the wild. This is accomplished by reproducing some species through captive breeding in his aquarium. Andrew also enthusiastically supports the World Wildlife Fund, The Humane Society and the Sea Shepherd Conservation Society.
Andrew earned a Bachelor of Science in Entrepreneurship and Family Business from Auburn University with minors in Finance and Marketing. He is a passionate Auburn football fan and a member of the Phi Kappa Psi Fraternity, now serving on the Auburn Chapter Board of Directors.
Andrew was born in Overland Park, Kansas, and moved to Atlanta in 1994. He is a proud Eagle Scout and an active member of Church of the Highlands.
Beth Brown has worked in Finance for over 25 years, highlighted with an entrée in banking, followed by Client Service work at a small TPA firm and working for a major telecommunications company in their Commissions department for almost 10 years. Beth is an Atlanta native and earned her Bachelor’s degree in Journalism from the University of Georgia. Before settling back down in the Atlanta area to raise a family, Beth lived in Paris, France where she travelled extensively throughout Europe and even Western Africa.
Beth serves a key role on the Planmark team as her core responsibility is client service. She co-ordinates appointment schedules, new account documentation, executing client trades as directed by Wealth Advisors. She also manages the day to day office operations.
She and her family live in South Forsyth County.