financial wellness is here

Mountain West Church is hosting the 2023 Financial Wellness Gathering on Saturday, March 25th. This FREE event is hosted by our Legacy Pastor, RJ Fairell. At this gathering, you will learn about core financial disciplines that will make you a better steward of your finances.

Discussions

1. The Basics of Budgeting and Money Management

A review of Christ centered budgeting and money management principals. 

2. Planning AHEAD for Retirement

How to be financially prepared for your retirement years.  

3. The Basics of Investment Planning

Learn the key investment management fundamentals to invest and grow your money. 

4. Why Do I Need a Will?

Discuss the importance of having a will in place, and what's steps you can take to protect your Legacy. 

5. The Critical Importance of Personal Cybersecurity

How to protect yourself in this increasingly digital world. 

6. Discussion Panel - Q&A

Opportunity to ask the panel the financial questions that you have. 

Learn From Influencial Experts in Our Community

Raphael "RJ" Fairell, CFP®
Legacy Pastor, Mountain West Church
Raphael “RJ” Fairell is the Legacy Pastor of Mountain West Church. He is responsible for leading the Legacy Team, which is a team committed to gathering and stewarding the talents, connections and resources of the church to advance the Kingdom of God within our community. In addition, RJ is currently a Director with UBS Private Wealth Management, most recently serving as the Assistant Market Head of Southeast Private Wealth Management & Ultra High Net Worth. In this role, RJ leads Private Wealth Advisors across 6 states (Georgia, Florida, South Carolina, Tennessee, Alabama, and Louisiana) helping his advisors serve their clients and provide tailored Wealth Management and Liquidity solutions to meet client needs.

Kerry Mallory,  CWS®

National Managing Director, Sr. Private Wealth Advisor
Kerry Mallory is the national managing director of Ronald Blue Trust and a senior private wealth advisor in Atlanta, GA.  As national managing director, Kerry leads the private wealth and everyday steward divisions of the company. He is responsible for driving excellent client service and growth throughout the firm’s sixteen offices across the U.S.
In addition to his leadership role, Kerry serves as an experienced financial advisor to individuals, families, and businesses. He uses his objective perspective to help clients make wise financial decisions, experience clarity and peace with their finances, and leave a lasting legacy. Kerry and his team provide financial planning, investment management, and trust services tailored to his clients’ needs.
 

Mark Elam, CFA®

Sr. Investment Strategist, Ronald Blue Trust's Investment Strategy Group
Mark Elam is an experienced investment professional with decades of experience working with families and individuals managing their investment assets. Building deep relationships, gaining the trust of my clients, communicating effectively during stressful markets, bringing clients to greater peace of mind about their wealth—these are all the passions that Mark brings to his clientelle. He believes in listening and understanding each client’s unique needs and goals. He constructs investment plans that fit his clients' specific financial goals, appetite for risk, investment time horizon, and return expectations. Mark has earned the Chartered Financial Analyst (CFA) designation in 1991. He completed his MBA with a Finance concentration from Columbia University. He has professional experience in Atlanta, New York City, and Ft. Lauderdale.

Latawsha Little-Hill

Attorney-at-Law
Latawsha Little-Hill is a local attorney and Georgia native. As wife, mother, and attorney, she has a knack for understanding the complexities of the family dynamic and addressing her client’s specific needs. She graduated with highest honors from Georgia Southern University in Speech Communications before going on to complete her Juris Doctor at Western Michigan University, Cooley Law School in December 2009. In 2010, she began working as Assistant Solicitor General for the Gwinnett County Solicitor’s Office where she spent over 5 years gaining extensive trial experience. In 2015, she left county government to start her own law practice servicing Metro Atlanta. Since 2015, Latawsha has tailored her practice to mainly focus on civil case law, including contracts, child custody, wills and probate. In her spare time, Latawsha enjoys traveling and spending quality time with family and friends.

Roy Leffew

President & CEO, Grace Computer Resources
Roy Leffew is the President and CEO of Grace Computer Resources, a local Informations Technology company dedicated to helping Small Business Owners by  managing their IT and Cyber Security. By managing this monumentally important area, Grace Computer Resources makes employers and employees more productive, reduces down-time, eliminates stress and frees them to focus on successfully running their business. GCR becomes the IT Department for their clients. They provide an "in-house level of Support at an out-sourced price." They do this by managing the day-to-day support and monitoring IT equipment. They also help small business owners develop and implement effective Cyber Security strategies that mitigate the enormous risk all businesses face today.