David A. Culley, CLU, ChFC

A graduate of the University of Georgia in business administration with a degree in accounting, Mr. Culley also holds both the CLU and ChFC designations from The American College. Mr. Culley specializes in planning for business owners in both public and private sectors. Specialties include: business continuity planning with emphasis on executive benefits, buy/sell funding and key person indemnification; estate planning for high net worth individuals; charitable planning techniques for individuals and corporations.

Dave is the past President of both the Atlanta Chapter of the National Association of Insurance and Financial Advisors (NAIFA) and the Society of Financial Service Professionals (SFSP). Mr. Culley is a member of the Association of Advanced Life Underwriting (AALU) and is a current Executive Board Member of AALU, serving as Secretary. Dave is a member of SFSP, NAIFA, Life and Qualifying Member of the Million Dollar Round Table, Atlanta Estate Planning Council, and an Accredited Estate Planner. Dave has previously served on the Advisory Board of Pacific Life Insurance Company.

In addition, he is active with many civic and charitable organizations including Buckhead Baseball, NYO Football and Basketball, Peachtree Presbyterian Church of Atlanta, Capital City Club of Atlanta, and the Georgia Chapter of Gridiron.

He is a registered representative of M Holdings Securities, Inc., a registered broker/dealer, member of FINRA & SIPC.

Account Manager:  Denise Jones

(770) 956-1800

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