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Our Advisers

21st Century Financial, Inc., provides wealth management and financial planning* solutions for its valued clients. These planning solutions include, but are not limited to: estate planning and protection, wealth management and retirement strategies, business advisory solutions, employee benefits and educational funding alternatives.

You benefit from the experience and innovative solutions that a team of financial professionals can provide when working for you.

The various designations and credentials held by our associates include:

  • CLU: Chartered Life Underwriter
  • CPA: Certified Public Accountant
  • MSFS: Master of Science in Financial Services
  • LUTCF: Life Underwriting Training Council Fellow
  • ChFC: Chartered Financial Consultant
  • MBA: Master of Business Administration
  • CFP: Certified Financial Planner

21st Century Financial associates are dedicated to continuing education. In addition to the impressive credentials listed above, several of our associates are candidates for the CFP® (Certified Financial Planner) professional designation. Our associates are licensed to sell insurance and securities products in many states throughout the U.S. We invite you to find out why so many individuals choose 21st Century Financial Inc. and our associates to help them with their most important financial decisions.

   Akron, Ohio

   Atlanta, Georgia

   Johns Creek, Georgia


Chuck McDowell

Chuck McDowell

Sr VP Marketing

George Beck

George Beck**

Senior Vice President of Development

(770) 352-2273

     Tampa, Florida


Tampa

Janie Parks

Janie Parks

Tampa Office Manager | Life New Business

813-281-9200

Jonathan Howard

Jonathan Howard

Financial Representative

Kory Johnson

Kory Johnson**

Financial Planner | Investment Advisor Representative

813-245-2932

Lisa Luis

Lisa Luis

Director of First Impressions

813-281-9200