Jodie Braner | Director, Health & Benefits North America Brokerage & Advisory

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About: With 20+ years of industry experience, Jodie has achieved awards for Past President roles at Georgia Association of Health Underwriters. Achieved Registered Health Underwriter® designation. She is currently a member and convention chairman for SHRM-Atlanta (society of human resources managers) as well as a member of Cobb Chamber of Georgia. Jodie most enjoys the change and innovation of the employee benefits industry. Each client brings new challenges. Although her role is to broker insurance programs and related vendors for employers across the southeast, she is dedicated to serve and educate the decision makers while strategically guiding them with compliance, innovation and budget as it applies to their company culture.

Specialties: Jodie specializes in designing and managing employee benefit programs for companies with 100 or greater employees. Her role involves brokering insurance programs as well as ongoing service and maintenance of those programs (life insurance, dental insurance, medical insurance, disability insurance, vision insurance, accident, critical illness, cancer products, benefit administration systems, telehealth systems or other related innovation platforms). Key contacts for Jodie are Human Resource professionals, CFO, CEO, President and Controller. Any industry located in the south to southwest area as well as the northeast. Jodie is paid by commission in the insurance programs or by agreed upon consulting fee.

Quote: "You are what you think about all day long." by Dr Wayne Dyer. I am inspired by the reminder of this "think positive" look at each day!

Connect: Contact Jodie at jodie.braner@willistowerswatson.com or at (470) 809-5188, or visit her website below!

MEMBER SINCE JANUARY 2019

Jennifer Finkelstein Hall | Partner

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About: During Jennifer’s 27 year corporate banking career, she has been a commercial relationship manager, credit administrator, sales director, training program developer, premium finance company sales leader, sales process trainer and curriculum designer. She was a member of the President and Chairman’s club for sales accomplishments and was regarded as a top performer and mentor throughout her career. Jennifer has developed new lines of business, corporate referral programs and new business client portfolios from scratch on several occasions. Jennifer loves talking with business professionals of all ages and experience levels to share ways she navigated the corporate world and how those lessons can be applied to each participant’s current position.

Jennifer is a proud graduate of Emory University in Atlanta, GA with a BBA in Finance.

Specialties: Jennifer and her team develop and deliver every workshop and then work alongside the leadership team to integrate and reinforce behaviors throughout the organization. Each program is customized and is not something that is purchased from any other company or individual. The programs focus on relationship selling, team collaboration and female empowerment. Based on a company’s need, the length of the workshops can range from 1 hour to multiple days with program integration engagements lasting from a few months to several years.

Quote: “The biggest communication problem is we do not listen to understand. We listen to reply.”

Connect: Contact Jennifer at jennifer@matchkeyconsulting.com or at (470) 306-8417, or visit her website below!

MEMBER SINCE DECEMBER 2018

Kelsey Geist, SHRM-CP | Director of Human Resources

CUSTOM HUMAN RESOURCE SOLUTIONS | ILOVEHR.COM
KGEIST@CHRSONLINE.COM | (661) 313-9379

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About: Kelsey holds a SHRM-CP Designation, an undergraduate degree in Human Resources Management and an MBA with Human Resources Management as the concentration. She has provided outstanding tactical and strategic HR project services for CHRS since 2008, with a focus on compliance, employee relations, training, documentation, safety and health, research and policy and document development. Kelsey has more than 10 years of experience in human resources management, serving industries such as: aerospace and defense, manufacturing, financial services, restaurant, entertainment, federal government contractors, and more. Kelsey enjoys the challenges of the fast-paced, ever-changing environment of the HR world.

Specialties: Kelsey provides a variety of services to businesses of varying industries and sizes. Her specialty is addressing employee relations issues and solving problems involved with employment practices. Through her real-life experiences, Kelsey possesses a high-level of depth and breadth of knowledge in the HR field. Kelsey is known for her high-touch accessible approach and her ability to establish meaningful partnerships with the clients she serves and her community.

Quote: "You don’t build it for yourself. You know what the people want and you build it for them." ~ Walt Disney

Connect: Contact Kelsey at kgeist@chrsonline.com or at 8, or visit her website below!

MEMBER SINCE FEBRUARY 2019


CHRS does not claim to provide legal advice. The information provided by CHRS is based upon its interpretation of the law and is not to be considered in replacement of the advice of an attorney. It is against the law for a person(s), who is not an attorney, to offer or provide legal advice. Please seek the advice of your organization’s legal counsel if needed.

Kristen Hughes | Partner

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About: Kristen has always been a born "intrepreneur." Throughout her career she has always worked diligenty to improve her company's successes. Kristen started her career in financial services assisting and educating people about the strategy to retirement. She joined the Marshall Jones accounting team mid-2016 and quickly worked on the business. Her intelligence, competitiveness, and team spirit gradually led to her assuming the newly created roles in human resources, financial management, marketing and sales support, and the results of these efforts resulted in her promotion to full partner status as of January 1, 2019. With an innate aptitude for business, Kristen’s goals are to assist all team members in strengthening and growing their departments and efficacy.

Specialties: Kristen loves educating people in the world of accounting. She loves to see her clients successes and coaching them to take their companies to the next level. Marshall Jones offers full service tax, audit, accounting, and advisory as a boutique firm. Our goals for the past 35 years have always been to put our clients first and assist them however necessary to get the job done. We partner with our clients to improve and create a customized strategy to achieve financial success.

Quote: "Encouragement is oxygen for the soul. It takes very little effort to give it, but the return to others is huge." - John C. Maxwell

Connect: Contact Kristen at kristen@marshalljones.com or at (404) 231-2001, or visit her website below!

MEMBER SINCE JUNE 2019

Bonnie Mauldin | CEO

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About: Founder & CEO of The Mauldin Group

Innovator that she is however, Bonnie Mauldin quickly realized that her true calling was in Digital Marketing and Business Consultation. Bonnie’s passion for Digital Marketing combined with an intuitive talent for rallying clients and a desire for immaculate customer service, lead to her in 2014 to create one of Atlanta’s premier marketing agencies, The Mauldin Group or TMG. The goal of TMG being to offer small to mid-sized corporations creative, results-driven, lead generation and branding solutions.

Since its creation, The Mauldin Group has continued to grow, establishing itself as not just a leader in the Atlanta market but as an international company. Through Bonnie’s revolutionary internet marketing practices and savvy networking skills, TMG has grown to a team of seven and this year won Business of The Year with the Forsyth Chamber of Commerce.

Specialties:

  • Website Development

  • Search Engine Optimization

  • Social Media Management

  • Paid Media Management

  • Online Reputation Management

  • Customer Relationship Management

  • Email Marketing

  • Content Marketing 

Quote: "And we know that for those who love God all things work together for good, for those who are called according to His purpose." - Romans 8:28

Connect: Contact Bonnie at bonnie@themauldingroup.com or at (678) 846-2306!

MEMBER SINCE APRIL 2019

Samantha McElhaney | Commercial Banker

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About: As a History major at Rhodes College, Samantha really had no clue what she wanted to be “when she grew up” like all the confident students around her in Memphis. What she did know was that she loved working for the bank and helping families with their financial needs. She was graduating with a business minor so she thought she could put that to use by staying on with the bank and training under other managers. Twenty-five years later, she has worked in the areas of retail branch banking, Learning and Development, Management, Business Banking and Commercial Banking for four banking institutions.

After being in the financial services industry for almost 25 years, Samantha has realized this job is about connecting the right people together because every human’s calling in life is to PAY IT FORWARD. Sometimes that can mean connecting them to someone not in the financial services arena - NOTHING TO DO WITH BANKING! By placing her client’s needs first, she is gaining their trust and becoming a more important part of their overall team. This is what she loves most about her job and has since the first day in supermarket branch in the early 1990’s.

Specialties: Samantha’s title is Commercial Banker which means she can help a company with their loan request, deposit account, or cash management solution. Most importantly, Samantha enjoys asking a few more questions of the owner, or key decision maker, so that she’s not only solving for the immediate need of the client, but also solving for the long term needs/requests/priorities of the company. Therefore, Samantha is known for bringing partners (inside and outside) of the company to her meetings with clients and prospects to aide in gathering information, formulating options, and providing solutions and next steps. Without partners, Samantha cannot be successful and neither can her clients towards meeting their goals and dreams - personally or professionally.

Quote: “Choose a job title that you like, and you will never have to work a day in your life.” - Confucius

Connect: Contact Samantha at smcelhaney@firstlandmark.com or at (678) 626-3829, or visit her website below!

MEMBER SINCE NOVEMBER 2018

Ellen Tyler | Owner

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About: Ellen Tyler is a Thinking Into Results facilitator who has been helping her clients create the life they want and fulfill their dreams.

Ellen works with individuals, groups and companies to guide them in discovering their deepest desires, reaching their potential and achieving their personal and professional goals. She has been studying personal growth and development for years, and is thrilled that she has been able to turn her passion into a business that helps people live happier, healthier, more abundant lives.

Ellen has excelled in business for the past 30 years. As a former financial services professional, she won recognition and awards for her ability to build business.

Ellen is an intensely growth- and goal-oriented person who is passionate about helping others fulfill their dreams. If you'd like to create the life you've been dreaming of, contact Ellen.

Specialties: Proctor Gallagher Consultants are certified to partner with clients in a thought-provoking and creative process that inspires them to maximize their personal and professional potential. Not only are they qualified, but they’re individually endorsed by the Proctor Gallagher Institute. . Bob Proctor is the world’s foremost thought leader on personal performance coaching, and he is Ellen’s business mentor.

This extraordinary program is presented in twelve logical, simple and practical lessons, to ensure that the methods and success mindset become a part of each individual’s thinking, actions and results and translate into an exceptional return on investment.

Quote: “The cave you fear to enter holds the treasure that you seek.” - Joseph Campbell

Connect: Contact Ellen at ellentylercoaching@gmail.com or at (678) 232-3770, or visit her website below!

MEMBER SINCE FEBRUARY 2019

Renée Rosenheck | Senior Associate

JOEL & GRANOT COMMERCIAL REAL ESTATE | WWW.JOELANDGRANOT.COM
RENEE@JOELANDGRANOT.COM | (404) 869-2635

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About: Renée is experienced in working with U.S. and foreign based companies to facilitate their growth objectives through expansions, relocations, and maximizing their incentive packages for office and industrial projects.

Prior to joining Joel & Granot Commercial Real Estate, Renée has been consulting with companies who are relocating or expanding their office or industrial operations, to identify the optimal location in the U.S. for their business and negotiate their incentive packages. Renée spent more than 12 years working for the State of Georgia’s economic development team, where she focused on recruiting companies to Georgia, advising on site location, coordinating incentive packages and helping companies increase their international sales. While working for the State of Georgia, Renée had the opportunity to manage a range of international business missions and marketing promotions, Governor’s business missions, and market penetration promotions for the USDA in Asia and South America. Renée has also spent a year living in Australia, where she worked at the Carlton United Brewery (Foster’s) and the Olympic Games in Sydney.

Renée is a native Atlantan who earned her Bachelor’s degree in Marketing and Master’s degree in International Business from the University of Florida, and speaks fluent French. Renée is an executive board member of Conexx, fostering business opportunities between U.S. and Israeli companies, and a lifetime member of Hadassah Greater Atlanta.

Specialties: Renée works with companies to identify office or industrial space that best suits their needs, whether the company is looking to lease, buy or sell commercial space.

Renée has extensive experience working with companies to perform a comprehensive analysis on different cities that a company may be considering for their HQ, manufacturing, warehouse or call center operations, and maximizing incentives available for the company.

Quote: "People Who Are Crazy Enough To Think They Can Change The World, Are The Ones Who Do." - Rob Siltanen

Connect: Contact Renée at renee@joelandgranot.com or at (404) 869-2635, or visit her website below!

MEMBER SINCE MAY 2019

Nicky Rudd, CIMA®, CRPC® | Vice President, Wealth Management, Financial Advisor

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About: Making your life run smoothly takes the active participation of people who are committed to the same goals as you. Whether you’re a busy executive, energetic retiree, or full-time parent, you understand the value of working with advisors who have a particular knowledge, set of credentials, or relevant experience. Advisors who take the time to understand your needs and goals in order to create customized and well thought out plans. Advisors who believe it’s important to educate you so you

can be an active participant in the important decisions of your life.

Nothing is more important to Nicky than fostering long-term relationships with her clients that are predicated on trust and performance. Since 1998, Nicky has worked with smart, sophisticated individuals, families, executives, business owners and philanthropic organizations who have relied on her to help them protect what they have worked so hard to earn. Nicky follows a disciplined process to make sure every result and each potential risk is identified and quantified. Because wealth accumulation, whether earned or inherited, is not a simple business. And protecting it is even harder.

Specialties: Nicky has a well-rounded background, with an MBA in Finance from Villanova University and a BS from Syracuse University, as well as the advanced designations of CRPC® (Chartered Retirement Planning CounselorSM), and CIMA® (Certified investment Management AnalystSM). These designations indicate that Nicky has a comprehensive understanding of the entire retirement planning process, as well as sophisticated investment knowledge pertaining to the complex needs of families and institutional investors. Simply put, she has the knowledge, credentials and experience to understand the whole picture of your situation and to build a comprehensive plan to match it.

Quote: “A goal without a plan is just a wish” –Antoine de Saint-Exupery

Connect: Contact Nicky at nicky.rudd@morganstanley.com or at (770) 643-7677, or visit her website below!

member since july 2018