Our Team

  • John Williams, CPA®, CFP®

    John Williams, CPA®, CFP®
    Phone: 770-667-1177 (office)
    jwilliams@wealthguardadvisory.com
    John believes there are two types of smarts – book smarts and people smarts. If you can have both, you want both. But if you can only have one, he believes you always want people smarts.
     
    When working with clients on the most important aspects of their financial lives, he believes people smarts apply in listening. “You glean so much information about the journeys people have taken when you listen to their stories.”
     
    It helps identify themes in their lives – maybe they desire to leave a bequest of not just financial resources but of important lessons in life. By listening, and incorporating his past experiences and expertise, John has assisted numerous clients in developing the step by step plans to accomplish their goals. (And in the end, that’s what matters). 
     
    “Financial planning is about more than just money — it’s about lifestyle. Money is a tool, and we shouldn’t let it control us. If your idea of the perfect retirement is sitting on your back porch and reading a book, that doesn’t cost much money. Most people enjoy the simple things — being with someone they love, or reading a book, or cooking a meal. Ultimately, the planning process is about discovering what makes you happy, and what you need to do to get there.” John believes his role is being the clients’ chief resource for all areas of critical planning decisions– both financial and non-financial.
     
    After graduating with honors from Georgia State University, John begin a career in public accounting with a national accounting firm. “It was a great experience as I developed a strong foundation in analyzing financial information”. But in public accounting you are primarily looking backwards, i.e. reporting the history, e.g. financial statement or a tax return. It’s very important to know and understand what happened in the past but most people were seeking help in looking forward. In the early 80’s, when the financial planning industry was still in its infancy, John had an “aha” experience when he discovered the field. Here was a body of study and knowledge that was about “looking forward”. He became “hooked”.  By 1985, John had earned his Certified Financial Planning (CFP®) certificate. John went on to build two businesses – a CPA® practice and financial planning practice. Our mission – we could help you understand the past and plan the future – all under the same roof. The CPA® practice worked with hundreds of individuals including numerous business owners and successfully grew to a million dollars + in annual revenue. In 2012, John decided to fully shift his efforts to providing financial planning. At that time the CPA® business was sold to SPW & Associates, LLC. 
     
    John is blessed to have a wonderful wife, Susan, who has been his partner in both life and business. For his own peace of mind, John enjoys regular downtime with his family — often, while enjoying some physical activity, from working out to fishing to snow skiing. He also finds enjoyment and satisfaction by being a part of his community including the Rotary Club of Milton-Windward. 
     

  • Rhonda McCorkle

    Rhonda McCorkle,  Financial Paraplanner Qualified Professional TM
    Rhonda McCorkle has worked with John Williams since1999 wearing many hats. She currently acts as the client service manager and as the "first voice" for our wealth management clients. Rhonda is an honors graduate of Auburn University and is a  Financial Paraplanner Qualified Professional.

     

    She lives in Alpharetta with her beloved husband and is the proud parent of two sons who are Georgia Tech graduates. Alpharetta First United Methodist Church is her church home and she loves sweating it out in our “John's Gym" with the office staff. Her favorite free time activities are exploring and hiking the outdoors with her photographer husband and family.

  • Joshua J. Podczervinski

    Joshua J. Podczervinski, CPA®, CFP®
    Phone: 770-667-1177 (office)
    jpodczervinski@wealthguardadvisory.com

    Josh Podczervinski, CPA®, CFP® joined WealthGuard Advisory Group, LLC in 2011 as a tax and financial advisor. Josh has worked in public accounting since 1998 and is a partner in the accounting firm, SPW& Associates, LLC. He has a BS degree in Accounting from NC State University, is a Certified Public Accountant (2000) and Certified Financial Planner (2009). He is a member of the American Institute of Certified Public Accountants, is the past Treasurer of the Lanier Jaycees, a graduate of the 2007 class of Leadership Forsyth, has participated in the Georgia CPA® Ambassadors program, and is a past Board Member of the Georgia National Association of Tax Professionals.

    Josh lives in Cumming with his wife and two daughters.

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4015 Nine McFarland Drive, Suite 150
Alpharetta, GA 30004

Phone: 770-667-1177 (office)
770-265-9670 (cell)

jwilliams@wealthguardadvisory.com

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