One of Gwen Garrison’s strongest passions is helping women improve their financial situation, despite the challenges they face. Prior to forming LifePlan Financial Advisors, she earned a bachelor’s degree in Communications from the University of Georgia. Working for advertising and PR firms, she spent the next 15 years explaining complex medical, scientific and technology subjects in understandable ways, and she owned her own firm for five years.
A high-pressure, deadline business and three children under 5 did not mix well, so she changed careers in 1997. Gwen decided to become a financial advisor to help people make better financial decisions. She obtained her securities and insurance licenses, along with intensive training. Each year she completes more than 40 hours of continuing education.
After four years with a financial planning firm in Atlanta Gwen founded LifePlan Financial Advisors, Inc. in 2001. Out of the 200 families she serves, about 70% are headed by women. They appreciate her experience as a working single mom, as part of a blended family, and as a caregiver for her father. She understands the stressful demands of women’s lives first hand.
Gwen lives in Newnan, GA with her husband, Nick. Together, they have five adult daughters, one son and seven grandchildren. In her spare time, Gwen enjoys photography, golf, reading, and playing with the grandkids.
Sibyl Slade joined LifePlan Financial Advisors in 2019 to provide financial planning and investment advisory services to clients in Atlanta as well as the Southern Crescent area. A financial advisor since 2015, Sibyl has worked with Waddell & Reed and CommonWealth of Atlanta, focusing her practice on helping first-generation small businesses and first-generation professionals, primarily women. While at Waddell & Reed, Sibyl was recognized as a Superstarter and a member of the Circle of Champions. At CommonWealth of Atlanta, she expanded her services to offer personal financial education to individuals, groups, government entities and other organizations as well.
Prior to becoming a financial advisor, Sibyl had a stellar career at the Federal Reserve Bank of Atlanta where she served as Senior Regional Community Development Manager from 1993-2014. Her work included providing expert leadership for affordable housing efforts in six states and leading the district’s neighborhood stabilization efforts in addition to conducting outreach and providing technical assistance to organizations and institutions in Georgia and Alabama. She has a passion for consumer protection and personal finance.
Sibyl received the Step UP Savannah Award of Excellence, the Georgia Homeownership Alliance Award of Excellence, Congressional Recognition from Congressmen Hank Johnson, John Lewis and David Scott. She has achieved the Certified Retirement Planning Counselor Accreditation and is a Certified Trainer for Money Smart financial education curriculum. She has a BS in Planning and Economic Development from Georgia State University and a Financial Planning Certificate Program from Kennesaw State University.
Sibyl resides in Powder Springs, GA with her husband, Kenneth. When she is not spending time with her three sons and two grandsons, you can find her camping or riding her Harley.
Danielle Grant joined LifePlan Financial Advisors in March 2019 as an administrative assistant. She facilitates the administrative work of the firm, supports social media and email newsletter marketing and manages the firm’s CRM database.
Prior to joining LifePlan Financial Advisors, Danielle acquired varied experience in administrative and records management roles. Danielle worked at Clairon Metals in Covington, GA, as a records clerk, and at Great Lakes Metal Stamping of Cussetta, AL, as an administrative assistant where she was responsible for employee orientation and employee onboarding processes. Danielle gained her data management experience with Tie Down Engineering in Atlanta, GA, where she was responsible for managing reports for all business lines.
Danielle Grant was born in LaGrange, GA, and later relocated to Conyers, GA, with her parents and younger sister. She attended DeKalb Technical College to pursue a degree in computer information systems. In her spare time she loves spending time with family, reading, shopping, and traveling. And she absolutely adores her precious niece Abby Lynne.
Melba Roberts manages the office operations at LifePlan Financial Advisors. A Florida native, she moved to Georgia in 2017, after a 25-year career in banking and financial services in Florida. Her experience includes management of trust fund accounts, regional offices, customer service, and support for financial advisors at Allen & Company of Florida, Chase Investment Services, NationsBank, First Union National Bank and Barnett Banks Trust Company.
Melba completed a bachelor’s degree in economics at Jacksonville State University in Jacksonville, AL and postgraduate studies in Economics at the University of Oklahoma and Florida State University.
In addition to caring for a family member with Alzheimer’s Disease, she has been an active member of her community. A longtime Boys & Girls Club volunteer, she is a lifetime member of the Kathleen Area Historical Society as a fifth-generation Floridan. She served as a board member for the Central Florida Speech and Hearing Center for six years and was recognized as Sidney Schwartz Volunteer of the Year. She also volunteered at SHINE (Serving Health Insurance Needs of the Elderly) from 2012 to 2015. Her dedication prompted Allen & Company to name her Employee of the Year. Melba enjoys exploring state parks in Georgia, reading, her dog Yogi, watching college football and playing with her grandkids.