About Chappell Financial Group

Founded in 2003 to offer "more choices, better guidance, and superior service"™ for Metro Atlanta and beyond.

When you partner with Chappell Financial Group, we get to know you well - and so we invite you to learn about us. After all, that's just part of how we'll build a relationship of trust to last a lifetime.

	Cass Chappell, CFP®, President (click to contact) Ext 225 As co-founder of Chappell Financial Group, Cass offers expertise in financial planning, wealth accumulation, retirement planning, insurance planning, business continuation planning, and employee benefits. Cass launched his financial planning career as an agent for Prudential Financial in 1996, and later, a manager in the company's financial services division. Since then, Cass has earned the CFP®, CLU, and ChFC designations, reflecting his commitment to excellence in investment decision-making and financial planning. He also holds a B.S. in Management from Georgia Tech. Cass has lived in Atlanta since 1992 and enjoys spending time with his wife, Alison, and children Olivia and Alex.
	Beth Rosner, Client Services Associate (click to contact) Ext 222 Prior to joining the Chappell Financial team, Beth interned at a wealth management company in New York City then worked for various financial planning firms in Atlanta. Beth earned a B.S. in Financial Management from Clemson University. Beth was born and raised in Atlanta and enjoys spending time with her family and friends.

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CFP^®, CERTIFIED FINANCIAL PLANNER™ and are certification marks owned by the
Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals
who successfully complete the CFP Board's initial and ongoing certification requirements.

Financial Planning offered through Chappell Financial Group, a Registered Investment Advisor
Securities and investment advisory services offered through LPL Financial. Member FINRA/SIPC