Founder
Richard “Dick” Plunkett holds an MBA in Finance and worked for SunTrust in the investment department for seven years. He is a Certified Financial Analyst which is the highest regarded professional designation in the industry and has been a registered investment advisor since 1998.
Dick has served as chairman and investment advisor to a variety of investors and entities, such as employee benefits plans, foundations, trusts, corporations and high net worth individuals.
In addition, Mr. Plunkett's background as an officer, CEO and finally, seller of one of Georgia's largest and oldest apparel manufacturing companies provides him with the experience and acumen to oversee effectively and manage broad "macro" financial and investment matters involving substantial monetary decisions.
