John received his BBA degree from Georgia State University. In the mid-seventies, he was a business analyst and marketing representative for Dun & Bradstreet, Inc. In 1979 he started his own accounting practice. John began to specialize in financial planning and investment management in 1985 and is currently President of Advanced Financial Strategists, Inc.
As a member of the American Institute of CPA's (AICPA), John holds the organization's Personal Financial Specialists (PFS) designation. John served on the PFS Committee of the PFP section of the AICPA. The committee's charge is to promote public awareness of the CPA/PFS and to encourage CPAs to obtain the PFS designation.
He is a past director of the Georgia Society of CPA's and is active on the GSCPA's Estate and Personal Financial Planning section. He is a past chair of the PFP committee and past president of the Gwinnett Chapter of the GSCPA.
John is past President of "The All-Star Financial Group", an organization of financial advisors located throughout the U.S. He also is one of the seven founding board members of the Association of CPA Financial Planners, Inc., a national organization of Personal Financial Specialists (www.acpafp.org).
B. Keith Sproles, MBA, CFS
Mr. Sproles began his investment career with SunTrust Banks, Inc. in 1996 working within the Personal Trust Division as a Trust Associate. Primary duties there included estate planning and portfolio management for high net worth individuals and families. He then joined AMVESCAP Retirement, Inc. as an Investment Analyst in October of 1999 and then went on to manage the Investment Services Group as Director of Investment Services.
Primary duties while at AMVESCAP included managing the fund line-up creation and analysis process for prospective and existing clients. Additional responsibilities included meeting with Investment Committees on a periodic basis to discuss recent economic and market events as well as the behavior of a plan’s existing investment line-up. He was directly involved with over $2 billion in assets.
Mr. Sproles is currently a Principal with Advanced Financial Strategists, Inc. and holds the NASD Series 65 securities license. He has a BBA in Finance from the University of Georgia, an MBA in Finance from Georgia State University, and holds a Certified Fund Specialist designation (CFS) sponsored by the Institute of Business and Finance.
Eric C. Loyd, AIF
Mr. Loyd joined AFS in May of 2004 as the Chief Compliance Officer. Prior to joining AFS, he was employed by AMVESCAP Retirement, Inc. He started his career in the retirement industry in May of 1993 after relocating from Houston, Texas. He worked for two years as an Account Service Leader with a variety of AMVESCAP Retirement clients.
From 1995 until 1999 Mr. Loyd worked as a Relationship Manager in the Mid-West and Southeastern regions. In 1999, Eric was promoted to Regional Manager: Client Services for the Southeastern region. In that role, Eric was responsible for the profitability of all clients in the Southeastern United States, which totaled over $2.5 billion in assets. Eric also provided consulting services on all aspects of defined contribution account management. Mr. Loyd is currently a Principal at Advanced Financial Strategists, Inc., and holds a BS in Accounting from Louisiana State University, the NASD Series 65 securities license and an Accredited Investment Fiduciary (AIF®) designation from the Center for Fiduciary Studies.
