Meet Our Team
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Gwen Garrison, President/Financial Advisor
Phone: 678-364-9677 Email: Gwen@LifePlanFin.com
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 graduated from University of Georgia with a bachelor’s degree in Communications. Working for advertising and PR firms, she spent the next 15 years explaining complicated medical, scientific and technology subjects in the simplest way possible, 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. Gwen’s ability to explain complex information in ways that helps people makes sense of it has been a skill that her clients appreciate.
Gwen has also experienced first-hand the perils of depending on someone else to handle your personal finances, so she is passionate about empowering women to improve their financial life. After 11 years with financial planning firms in Atlanta Gwen founded LifePlan Financial Advisors in 2008. Out of the 200 families she serves, about 70% are headed by women. They appreciate her experience as a working single mom, part of a blended family, and having been a caregiver for her elderly father, because she understands the stressful demands of those situations 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, Vice President/Financial Advisor
Atlanta Office Phone: 770-283-9574 Email: Sibyl@LifePlanFin.com
Sibyl Slade, CRPC, has joined LifePlan Financial Advisors 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 small businesses and 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 6 states and leading the district’s neighborhood stabilization efforts. A member of the Community and Economic Development Team, Sibyl conducted outreach and provided technical assistance to groups in Georgia and Alabama serving hundreds of participants in more than 9 states. 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 Congressman Hank Johnson, Congressman John Lewis, and Congressman 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.
Melba Kay Roberts, Manager, Office Operations
Melba 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 planners and client services at Chase Investment Services, NationalBank Trust, First Union National Bank and Barnett Banks Trust Company.
Melba completed a bachelor’s degree in economics at Jacksonville State University in Jacksonville, AL.
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 and served as a board member for the Central Florida Speech and Hearing Center for six years. She also volunteered with SHINE (Serving Health Insurance Needs of the Elderly) from 2012 to 2015. Her dedication prompted Allen & Company to name her Employee of the Year, and she was recognized as Sidney Schwartz Volunteer of the Year. Melba enjoys exploring state parks in Georgia and playing with her grandkids.
Danielle Grant, Administrative Assistant
Danielle joined LifePlan Financial Advisors in March 2019 as an administrative assistant. She is facilitates the administrative work streams of the firm, supports social media marketing efforts, and manages the firm’s CRM database.
Prior to joining LifePlan Financial Advisors, Danielle has acquired varied experiences 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 3-year-old niece Abby Lynne.
