WHO WE ARE

Simply put, Landmark Financial Group is dedicated to helping individuals and small businesses achieve their financial goals. Our experiences and financial insights are shared with you in order to help you address critical questions about investing. In addition, we work with you to identify an investment plan and select investment strategies that can help you accumulate assets, preserve assets through risk management and distribute retirement income.

Mike Wooten

Registered Representative

Series 6, 63

Mike Wooten began his financial services career in 1983 and later founded the financial services practice that would become Landmark Financial Group. For over 35 years, Mike and his team have served thousands of clients by assisting them with their life insurance and investments needs. He attributes this longevity and success to a strong commitment to training and development, and never compromising on doing what’s right for clients.

Brett Wooten

Financial Advisor

Series 6, 63, 65, 26

Brett serves a wide spectrum of busy individuals and families who want to take control of their financial future and are looking for a partner to guide them. He strives to put clients first by using innovative thinking and is committed to ensuring clients feel they are making progress toward their financial goals. He is dedicated to goals-based investing and believes it is better to plan five years too early than five minutes too late.

With nearly 15 years of experience in the financial services industry, Brett holds the FINRA Series 6, 63, 65, and 26 professional licenses, as well the variable annuity license.  He earned his bachelor’s degree in business administration from Oglethorpe University in Brookhaven, Georgia, where he played collegiate soccer. This experience taught him the values of hard work and discipline, which he brings to his role as a financial advisor today.

Brett lives in Atlanta with his wife, Jess and their two sons, Landon and Preston. Outside of the office, he is an avid sports fan. He is an Atlanta United fan and still plays recreational soccer. He enjoys spending time with his family and is actively involved in their church. Brett is also a board member of Georgia Council on Economic Education and is part of the finance committee.

OUR TEAM

Richard Burke Goodloe Jr.

Financial Advisor

Series 6, 63, 65

Burke works with educators who have pension plans and corporate employees who have recently been separated from their company. He empowers individuals and families to achieve their financial goals and dreams, no matter what phase of life they are in. He always puts  clients’ goals and objectives first and helps them plan for an overcome obstacles life brings. With a focus on education and open communication, Burke works alongside  clients to help them navigate their personal financial journey.

Since joining Landmark Financial Group in 2021, Burke holds the FINRA Series 6, 63 and 65 professional licenses. As a lifelong learner, Burke is passionate about continuing to sharpen his investment knowledge and staying current with the latest investment strategies. Prior to his financial services career, Burke worked in the telecommunications field for nearly three decades and has led teams within sales operations, information technology, and project management. This first-hand experience provides him with deep insight into the unique challenges  clients face. Burke earned his bachelor’s degree from Clemson University. 

Burke lives in Roswell, Georgia with his wife, Dawn, and four kids: Ryan, Keely, Linde, and Leah. Outside of the office, he enjoys spending time traveling with his family, strolling around downtown Roswell, watching English Premier matches, and supporting functions at his local church.

Direct: 404-213-9995
Office: 770-767-3707
Email: richardburkegoodloe@primerica.com

Tulio Suazo

Financial Advisor

Series 6, 63, 65

Growing up in an environment where money was almost never a topic for discussion, Tulio has set out to create a new dynamic in today’s society; where finance is discussed openly, and the information is regularly available to everyone. He approaches every person and family with the emphasis of teaching them, so they may connect their personal needs with their financial goals. In developing his workmanship, Tulio has had experience in the skilled trade labor field and lead in the growth and management of a small business. He has recently registered himself with the Hispanic Chamber of Commerce to open new opportunities to his community and begin conversations that many of us are afraid to have. Whether he is spending time with his wife and two children or exercising at the gym, he takes an active approach in creating a new generation of knowledgeable financial professionals to help reach individuals nationwide.

Direct: 407-750-2002
Office: 770-767-3707
Email: tsuazo@primerica.com

Jatzel Gonzalez

Financial Advisor

Series 6, 63, 65

Jay is a dynamic and driven professional who loves helping individuals and families take charge of their financial future. His passion for financial services grew out of his own experiences and the valuable lessons he learned about what not to do with money. From an early stage, he recognized that understanding personal finance is the key to making a real difference in the world. Jay is all about helping guide clients towards achieving their financial goals and dreams. With his personalized investment strategies and financial insight, he’s committed to making the journey as smooth and successful as possible. With three years of financial services experience, Jay holds the Series 6, 63, and 65 licenses. He obtained his B.S. in Business Administration & Finance at DeVry University.

Jay lives in Orlando, Florida with his wife, two kids, and two dogs. When he’s not working, you’ll find him at the gym or enjoying a round on the golf course. Both he and his wife share a love for hiking, fueling his ambition to visit every national park in the United States. He’s also an avid food enthusiast that is always on the lookout for new and exciting restaurants to visit. When he has downtime he reads and listens to personal development books, prioritizing continuous growth and personal development as both an individual and business leader.

Direct: 407-493-5150
Office: 770-767-3707
Email: jatzel.gonzalez@primerica.com

Kevin Issahaku

Financial Advisor

Series 6, 63, 65

With a strong academic background and a successful career in professional soccer, Kevin has emerged as a financial advisor, helping clients navigate the complex world of finance. After completing studies at Perimeter College and the University of North Georgia, where he honed his academic skills and fostered a passion for learning, he embarked on a professional soccer career. His time as a professional soccer player provided valuable lessons in discipline, teamwork, and perseverance, all of which have been instrumental in his subsequent pursuits. Following his soccer career, he transitioned into the financial industry, leveraging his inherent drive for excellence and aptitude for strategic thinking. 

He is dedicated to providing personalized financial guidance tailored to clients’ specific financial needs and goals. Drawing on his knowledge of financial markets, risk management, and wealth accumulation strategies, Kevin develops investment strategies that help empower individuals and families to make informed decisions and secure their financial future. 

With his track record in both sports and finance, he embodies the values of discipline, perseverance, and continuous growth. His multifaceted background, coupled with his passion for helping others achieve financial success, positions him as a valued advisor and a source of inspiration for those seeking to reach their own goals.

In his spare time, Kevin enjoys staying active, exploring new opportunities for personal and professional development, coaching club soccer, sharing his knowledge and expertise in soccer with the younger generation, and spending quality time with his wife, two sons, and friends.

Direct: 678-779-1310
Office: 770-767-3707
Email: kissahaku@primerica.com

Brandon Sims

Financial Advisor

Series 6, 63, 65

Brandon graduated from Georgia State University in 1996 and has over 20 years of experience in the financial services industry. Brandon has made it a priority to assist clients in every stage of their financial journey, including the accumulation, preservation, and distribution phases. His knowledge and experience gained in the financial services industry serve as a valuable resource in helping clients reach their financial objectives. Brandon and Landmark Financial Group look forward to helping you bring your financial goals to reality.

 

Direct: 770-309-3063
Office: 770-767-3707
Email: bsims.bmc65@primerica.com

Susan Ottey

Financial Advisor

Series 6, 63, 65

Susan is a dedicated financial advisor who takes a client-centered approach to her work. She develops personalized investment plans that align with each clients’ unique needs. Drawing on her background as an entrepreneur, Susan is able to provide valuable assistance to business owners, individuals and families.

Susan firmly believes in the power of education and empowerment. To that end, she goes the extra mile for clients, equipping them with the knowledge and tools they need to make informed financial decisions and achieve their long-term objectives.

In terms of education, Susan holds a Bachelor of Science degree in Athletic Training from Boston University. She also obtained a Master of Arts in Instructional Technology. During her time at Virginia Tech, she completed a graduate assistantship in Athletic Training.

Outside of her professional life, Susan is a devoted mother to her daughter, London, and considers giving to her daughter as her greatest joy and responsibility. She also dedicates her time to volunteer work with the Gun Violence Intervention Program (GVIP), where she serves as the head of physical therapy for gun violence survivors. Additionally, Susan has a passion for powerlifting and traveling.

With her client-centered approach, entrepreneurial background, and commitment to education and empowerment, Susan is a valued advisor who helps clients achieve their financial goals while also making a positive impact in their lives.

 

Direct: 757-348-6153
Office: 770-767-3707
Email: susanottey@primerica.com

Christopher Jones

Financial Advisor

Series 6, 63, 65

Christopher Jones provides financial advice on investments and retirement planning and has more than 6 years of experience in the financial services industry. His educational background includes a Bachelor of Science degree in Computer Science from Berry College in Rome, Georgia and a Master’s degree in Management Information Systems from Florida Institute of Technology in Melbourne, Florida. As a financial advisor, he is dedicated to helping families, individuals, and small business owners achieve their financial goals.

 

Direct: 256-426-6063
Office: 770-767-3707
Email: 11ytt@primerica.com

Fred Miles

Financial Advisor

Series 6, 63, 65

Fred Miles graduated from GA Tech with a degree in engineering. He worked for a Fortune 500 company for 29 years leading teams in financial and manufacturing management.

Fred believes that every client is unique and customizes investment solutions targeting their financial goals and objectives. He helps clients understand the options available to them, including the opportunities and the risks. After implementing a client’s investment strategy, he follows up with periodic reviews to ensure the client’s financial goals and investment strategies remain aligned.

Fred is committed to delivering financial advice and solutions to clients with the highest integrity. Creating customized investment strategies helps give clients confidence as they navigate retirement planning and other important life events.

 

Direct: 678-850-1829
Office: 770-767-3707
Email: fmiles@primerica.com

For additional information about an advisor, including licenses and state registrations, please visit www.BrokerCheck.com.

CLIENT SERVICE

Jessica Wooten

Client Service and Business Development

 

Jessica earned her bachelor’s degree in business administration with a concentration in accounting, from Kennesaw State University. She joined Landmark Financial Group in March of 2020 after transitioning from Global Manufacturing. Jess has a great passion for helping people and takes pride in addressing client concerns and working to ensure client satisfaction. She provides key support in the planning of client events and with onboarding new advisors. Jess is active in the local community and assists with Landmark’s effort to strengthen and grow its relationships.

Direct: 404-484-5914

Office: 770-767-3707

OUR SERVICES

 

At Landmark Financial Group, we serve both individual and group markets, one client at a time. We provide Goals-Based strategies designed to meet your objectives. Our process is simple: we stay close to clients during the adoption of our services and are available for follow-up when needed. Service and ongoing communication are cornerstones of the Landmark Financial experience.

learn more about us

The individuals identified as Landmark Financial Group are affiliated with Primerica, and offer products and services through Primerica subsidiaries, including Primerica Life Insurance Company and PFS Investments Inc.

A Primerica representative’s ability to offer products and services is based on the licenses held by the individual, and the states in which the individual is registered. Not all representatives are authorized to sell all products and services. For additional information about a representative, including licenses and state registrations, please visit www.BrokerCheck.com.

PFS Investments Inc. (PFSI) offers both brokerage and advisory accounts. Representatives do not have investment discretion over any client account or assets. For additional information about the products and services available in brokerage and advisory accounts, including fees, expenses and the compensation received by PFSI and your representative, please review a copy of our Form CRS, Form ADV brochure and our informational brochure, Investing with Primerica, available from your representative and online at www.primerica.com/pfsidisclosures.

Securities offered by PFS Investments Inc. (PFSI), 1 Primerica Parkway, Duluth, Georgia 30099-0001, a broker-dealer and investment adviser registered with the Securities & Exchange Commission (SEC), a member of the Financial Regulatory Authority (FINRA) [www.finra.org] and a member of the Securities Investors Protection Corporation (SIPC) [www.sipc.com]. PFSI’s advisory business is conducted under the name Primerica Advisors. Fixed indexed annuities are offered by Primerica Financial Services, LLC (PFS). PFSI, PFS and Primerica Inc. are affiliated companies.

The Lifetime Investment Platform is an advisory program sponsored by PFS Investments under the name Primerica Advisors. For additional information about the program, please ask your representative for a copy of the Lifetime Investment Platform Form ADV brochure.

Investors should carefully consider the investment objectives, risks, charges, fees and expenses of any mutual fund before investing. This and other important information can be found in the fund’s prospectus and, if available, the summary prospectus. Please read the prospectus and, if available, the summary prospectus carefully before investing. Prospectuses are available from your Primerica representative.

Primerica representatives are not estate planners, or tax advisors. For related advice, individuals should consult an appropriately licensed professional.

This material is for informational purposes only and should not be considered investment advice or a recommendation to buy, sell or hold a security.

Investing entails risk including loss of principal. Past performance is no guarantee of future results.

Landmark Office:

Office: 770.767.3707
Fax: 888-257-8334
2400 Herodian Way SE
Suite 110-W
Smyrna, GA 30080