Get to Know the Retirement People

Since 1996, Albertson Financial has been dedicated to meeting the unique retirement planning needs of retirees. We ensure our clients’ assets only see the upside of the market with no downside risk. After all, they’ve worked hard for their money – don’t they and their loved ones deserve it more than Wall Street?

Today, Albertson Financial is one of the leading retirement planning firms in the Southeast. We work with experienced CPAs, attorneys and professionals to guarantee you get the best service to meet all of your retirement needs.

We are dedicated to excellence, providing exceptional service to our ever-growing list of clients. Albertson Financial offers personal consultations to give clients undivided attention and service, along with seminars and workshops to give Georgians the retirement planning options they need to lead a successful retirement.

At Albertson Financial, we are committed to seeing that Americans retire and spend the rest of their lives with a guaranteed income that anticipates today’s ever-growing expenses. We also assure that the financial distribution of their estate is carried out in an orderly and expeditious manner, leaving more for their loved ones and less to attorneys and the government.

We are members of the Cobb County Chamber of Commerce, the Better Business Bureau, the Million Dollar Round Table, the National Association of Insurance and Financial Advisors and the Financial Planning Association.

Albertson Financial is devoted to serving the retirement planning needs of retired Georgians for generations to come.

*Please click on photo for bio

Jack Browne
President and CEO

Jack Browne has more than 25 years of experience as a CPA in the fields of Finance and Accounting. Beginning his career with The Big Four public accounting firm Deloitte & Touche, he spent his first 15 years serving clients in various industries, including manufacturing, software development, and health sciences.

Read More >

The variety of Jack’s clients included Coca-Cola Enterprises, Global Payments, McKesson, Aladdin Mills, London Bridge, and LinPac, Inc. After leaving public accounting, Jack held senior leadership positions at Official Payments Holdings, Inc. (OPAY), CheckFree Corporation (CKFR), DataPath (DTPH), and Prommis Solutions (PRMS). While at Official Payments, he managed more than $40 million of corporate cash accounts as the Treasurer and Corporate Controller. Jack received his Bachelor of Science degree in Management from the Georgia Institute of Technology.

  • Licensed CPA
  • American Institute of Certified Public Accountants
  • Licensed Life Insurance and Variable Products
  • Chairman of the Board – Performing Arts North
  • Member of Gwinnett County Chamber of Commerce
  • Member of Atlanta Athletic Club
X
Jack Albertson
Founder

Jack has been helping individuals and families realize their retirement goals for over 23 years. He and his staff pride themselves on protecting assets as well as growing them. He has been a retirement planning seminar leader, trainer and a key speaker at numerous colleges and universities.

Read More >

Some of Jack’s memberships and honors include the following:

  • “Business Man of the Year” by the National Republican Congressional Committee’s Business Advisory Council
  • Cobb County Estate Planning Council
  • North Georgia Estate Planning Council
  • Roswell Chamber of Commerce
  • Better Business Bureau Customer Care Program
  • Million Dollar Roundtable
  • MDRT Top of the Table Member
  • Financial Planning Association

Jack is a featured editorial contributor for Fox Business and a published author on Fortune.com.

He was appointed by Newt Gingrich to the Advisory Board of the Jobs & Prosperity Task Force, which is comprised of handpicked successful and accomplished business leader entrepreneurs in America. Mr. Gingrich stated, “We are thrilled to have Mr. Albertson on board as we begin the work to get this economy back on track.”

X
Frank Kelly
Vice President of Retirement Planning

Frank Kelly has assisted hundreds of families with their retirement planning needs since 2002. As a guest speaker on the Successful Retirement radio show and Successful Retirement seminar leader, he has helped over 1,000 people prepare for their retirement.

Read More >

Frank is a member of the National Association of Insurance and Financial Advisors (NAIFA) and is a Top of the Table Member of the Million Dollar Roundtable (MDRT). Frank earned a bachelor’s degree in Economics from the University of Virginia and previously consulted with many companies, including Fortune 500 companies.

X
Norton Schlachter
Retirement Advisor

Norton Schlachter entered the financial services business in 1976 with FM Capital Analysts— an Atlanta firm specializing in estate and business planning for closely held businesses. Over the course of 37 years, he has worked for several prestigious companies including Crown Life of Canada, MetLife, AIG and ING Financial Partners, Inc.

Read More >

Norton is an alumnus of the University of Virginia and earned his CLU and ChFC from the American College in Bryn Mawr, Pennsylvania. He holds the Series 1, 7, 24, 63 and 65 Securities Licenses, as well as Life Insurance and Variable Products licenses in Georgia, Florida, Alabama and North Carolina. Norton is a former president of the Atlanta Chapter of Financial Services Professionals and founding chairman of the Georgia Business Ethics Award in 2001.

X
Eric Johnson
Retirement Advisor

After playing football for the US Naval Academy, Eric graduated from the University of Central Florida with a Bachelor’s degree in Business Administration. Along with his eight years of insurance experience, he is also an accredited advisor of insurance designation, AAI, and has his associate in commercial underwriting.

X
Jana Puckett
Marketing Manager

After earning her Bachelor’s degree from the University of New Mexico, Jana has been a Marketing Manager for Fortune 100 companies, General Cable and Georgia Pacific, and Marketing Communications Consultant for clients including ATT, BlueLinx and Merck. At Albertson Financial, she is responsible for marketing functions within the practice.

X
Matt Smith
Supervisor of Case Management

Matt attended Chattahoochee Technical School to study computer-networking administration. After nine years of administrative experience with Target, Pottery Barn and Office Max, Matt joined the Albertson Financial team in 2012 and moved into being Supervisor of Case Management.

X
Sheila Woods
Customer Service Manager

Sheila Woods has a long tenure as a member of the team at Albertson Financial. Mrs. Woods came to Albertson Financial with a background, and passion for elderly personal care, as she is a graduate of Athens Technical College as a Certified Medical Assistant. She was first introduced to the financial industry nearly 15 years ago. Sheila is committed to each and every client of Albertson Financial having a retirement they love.

X
Belén Hickman
Long-Term Care Specialist

Belén Hickman has been a long-term care solution specialist since 2009. As such, she represents a wide range of the finest insurance carriers in the long-term care industry. She is an equity partner in one of the largest organizations in the country providing long-term care insurance, and is a member of the American Association for Long-Term Care Insurance, and the National 3 in 4 Need More Campaign to develop awareness for this very critical personal and national issue.

X
Julianna Burrall
Attorney

Julianna received her undergraduate from the University of Florida and subsequently earned graduate degrees from both Florida State University College of Business and Florida State University College of Law. She has practiced law in the Atlanta area since 1991 and is admitted to practice law in both Georgia and Florida in all federal and state courts, including tax court and appeals court. Julianna’s practice focuses on customized estate planning, wills and trusts, probate and estate administration. She has represented clients throughout the entire Southeast and has taught graduate courses in business law and finance. Julianna has been a featured speaker at multiple small business trade groups on taxation matters, estate planning and asset protection.

X

Sign up for a free consultation!

Top