Unity Financial Planning Group LLC

Robert Takacs is a financial advisor at SB Advisory, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association, Oppenheimer & Co. Inc, and San Blas Advisory. He has served as treasurer of the Marine Corp Coordinating Council of Georgia, a registered charitable organization, for approximately seven years. SB Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and businesses, offering portfolio management, retirement plan services, and access to third-party money managers. The firm uses a combination of technical, fundamental, and qualitative analysis to tailor portfolios and manages assets primarily on a non-discretionary basis.

Wade Marcy is a financial advisor at Unity Financial Planning Group LLC with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Thrivent Financial, Pruco Securities LLC, and The Prudential Insurance Company of America. Outside of his advisory work, Mr. Marcy owns Unity Life & Legacy, where he assists clients with insurance needs, and he co-manages Financial Concierge Partners, LLC, a networking platform for financial referral partners. Unity Financial Planning Group is a registered investment adviser serving individuals, families, high-net-worth clients, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and discretionary portfolio management with an emphasis on long-term holdings, integrating tax and estate services and offering a subscription-style ongoing planning service.

James Jennings Jr. is a financial advisor at Unity Financial Planning Group LLC with 17 years of industry experience. He holds the Series 66 designation and has previously worked at firms including NFP, Silver Oak Securities Inc, Black Oak Asset Management, and Shaw Hankins. Outside of his advisory work, Jennings serves as an officer and director for the Paulding Education Foundation and the Bartow Edification Foundation, organizations that support local schools. Unity Financial Planning Group is a registered investment adviser serving individuals, families, and high-net-worth clients, as well as employer-sponsored retirement plans. The firm provides comprehensive financial planning and discretionary portfolio management with a focus on long-term holdings, combining proprietary models and customized portfolios, and offers coordinated ancillary services such as tax preparation and estate-document assistance.

Michael Turgeon is a financial advisor at Unity Financial Planning Group LLC in Kennesaw, GA, holding the ChFC® designation with 38 years of industry experience. His prior roles include positions at Thrivent Financial, Mutual of Omaha, and Prudential Insurance Company of America. Outside of his advisory work, he leads an invention project in the apparel industry through Peekaboo - Hoodie LLC and co-manages Financial Concierge Partners, LLC, a networking platform for referral partners. Unity Financial Planning Group serves individuals, families, high-net-worth clients, and employer-sponsored retirement plans by providing comprehensive financial planning and discretionary portfolio management. The firm emphasizes long-term holdings guided by individualized investment policies and integrates tax and estate coordination services alongside a subscription-style planning model.

Benjamin Treece is a financial advisor with Unity Financial Planning Group LLC in Kennesaw, GA, holding a Series 66 designation and 15 years of industry experience. He previously worked at San Blas Advisory and San Blas Securities and has been involved in various business activities including writing an informational newsletter called Pickle Jar Finance and consulting on a software solution for statistical analysis. He is also an owner of a staffing company and has experience managing private business ventures. Unity Financial Planning Group serves individuals, families, and high-net-worth clients, as well as employer-sponsored retirement plans. The firm provides comprehensive financial planning and discretionary portfolio management using a combination of individual stocks, ETFs, and mutual funds, guided by customized Investment Policy Statements and a mix of proprietary and tailored portfolios.