Coltrin Authorized As Certified Financial Planner

Thursday, June 13, 2013

Jim Coltrin, CFP®,  Vice President and Branch Manager of Raymond JamesFinancial Services, Inc. Member FINRA/SIPC at  Northwest Georgia Bank has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the Certified Financial Planner™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements.

 Mr. Coltrin has worked at Northwest Georgia Bank, located at 3610 Battlefield Pkwy. Fort Oglethorpe, GA since 2004 and takes pride in developing effective personal and professional relationships with each of his clients by offering a personalized approach to professional investing. His focus is on working with retirees on financial planning, including trust services and estate planning. 

 

The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas:  the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.  CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

 

A graduate of The University of Tennessee at Chattanooga with a B.S., in Business Finance, Mr. Coltrin holds his series 7, 9, 10, 63 and 65 licenses. Originally from the Chattanooga area, he resides in the area with his wife, Penny, and their children. Outside the office, his passion is flying and boating as well as anything outdoors such as camping, kayaking, biking and running. Mr. Coltrin also gives back to his community by remaining active in the Fort Oglethorpe Kiwanis club.

 

 


Project Director Zach Atchley Elevated To Assistant Executive Director For Mark Making

Zach Atchley, has been elevated to the position of assistant executive director. He has been involved with each project the organization has undertaken since 2010, when he initially began employment as the communications assistant. In 2012, Mr. Atchley started assuming “co-pilot” duties with Founder and Executive Director Frances McDonald, when he was promoted to project director. ... (click for more)

Attorney Owen Maddux Reinstated

The Supreme Court of Tennessee has reinstated H. Owen Maddux to the practice of law. Mr. Maddux had been suspended by the Supreme Court of Tennessee on Aug. 9, 2013, for a period of nine months.  Mr. Maddux filed a Petition for Reinstatement to the practice of law pursuant to Tennessee Supreme Court Rule 9, Section 30.4(c) (2014). The Board found that the Petition was ... (click for more)

DA Looking Into Issue Of County Commission Candidate's Campaign Sending Filled-Out Request For Absentee Ballot To Elderly Voters

The District Attorney's Office has been provided with documents that a County Commission candidate's campaign sent filled-out requests for absentee ballots to elderly voters. Kerry Steelman, election administrator, said there have been four instances in which such requests came from the Elect John Brooks campaign. He said state law says in Section 2-6-202:  (3) A person ... (click for more)

Graham Says County School-City Lawsuit Settlement "Stinks," But County Commission Approves It

The County Commission on Wednesday approved a settlement of a lawsuit brought by the Hamilton County Schools against the city of Chattanooga, though several commissioners said they were not happy with the deal and Commissioner Joe Graham said it "stinks." Commissioner Graham was the lone no vote. He was joined by Commissioner Tim Boyd in a failed effort to defer it a week. ... (click for more)

The Truth From Weston’s Sister - And Response (2)

I try not to read the negative articles and opinions about my older brother. Growing up around politics, I learned a long time ago that thick skin is not only necessary, it’s paramount. But this time, the lies and the rumors and the inaccurate information has gone too far. It’s too ridiculous for me to ignore. So let’s clear a few things up: Weston and I do not “come ... (click for more)

Roy Exum: Oscar Brock’s True Passion

I don’t pay much attention to the Hamilton County School Board. Once the moon and the stars aligned behind Superintendent Rick Smith, you hear very little, if anything, from the nine-member council that oversees an annual budget of almost $400 million and employs 4,480 people. So chew this for a minute: approximately 2,000 of those people are not teachers. Yes, there are 78 principals ... (click for more)