INDEPENDENT. UNCOMPROMISING. PROACTIVE.
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These guiding principles inform every decision. To provide Independent Advice is our reason for being. To live with Uncompromising Integrity day-by-day is requisite and central to who we are. Proactive Service is the impossibly high bar we live in constant pursuit of attaining. There simply is no better advocate.
At SouthPark Capital, we enliven this philosophy through a service commitment that every member of our team believes in. Our commitment goes deeper than just putting the needs of our clients above all else, it’s about a dedication to finding solutions, it’s about anticipating needs, and it’s the dogged pursuit of your goals.
Laugh. Learn. Live. More than just words, these concepts form our culture. We understand the importance of our work and what it means to the families we serve, but we also know that the storybook of your life is about more than just your finances. So we happily share our culture and what makes us unique as an important reminder. Your most important assets; family, friends, and loved ones should never be taken for granted. And as long as we’re living our lives here together, let’s maintain good humor along the way.
At SouthPark Capital we know our people are what makes us extraordinary, and our dedication to excellence is what truly distinguishes us from everyone else.
Laugh
Learn
Live
We invite you to share in our philosophy and culture. It was created just for you!
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SOUTHPARK CAPITAL LEADERSHIP
Iain Brackstone
Iain began working with individual and institutional investors in 1992. Affiliating with Kalos in 2012, he established the Private Wealth Group by conjoining two practices which now represent the Atlanta arm of South Park Capital. In his capacity as a Wealth Advisor, Iain utilizes the core strengths of Kalos while capitalizing on his investment and insurance expertise to implement sophisticated solutions now sought by investors.
Iain’s passion for his work stems from working with retired clients seeking focus for their long-term needs at critical points within their financial lives. He is always in pursuit of earning their full trust and confidence in order to establish transparent and fruitful client relationships.
Over his career, Iain has specialized in implementing strategies traditionally utilized by ultra-high net worth investors and their Advisers seeking tax efficient financial solutions. Having worked predominantly with Family Offices he structured alternative investment strategies within Variable Insurance and Annuity products. Iain continues to be called upon to assist companies specializing in private placement insurance products with operational and product administration matters.
Iain’s career in finance began at the young age of 14 when he entered into the banking system of his native Bermuda. He studied Management and Accounting at Maryville College dedicating his career within financial services companies. Iain has resided in Alpharetta with his wife and daughters since 2007. When not in the office, he enjoys playing soccer, though uses that descriptor loosely, as well as participating in activities involving European sports cars, particularly Porsche.
Phone: (678) 256-8300
Email: iain@southparkcapital.com
Janet Correll
Janet comes to finance from a long career in retail management, marketing, community leadership and entrepreneurship. Throughout more than thirty years in business, Janet has distinguished herself as a thought leader in client service, consistently finding ways to deliver more than promised ahead of schedule. Janet’s approachable, down-to-earth demeanor arises from her experiences growing up in an Indiana farming community where one’s word truly served as their bond.
Having held positions of substantial responsibility for the likes of Saks Fifth Avenue and Brooks Brothers, as well as numerous community centered and entrepreneurial roles, she finds her varied and diverse background an asset in responding to any request for help and truly puts her personal integrity into each and every task she handles. In her role as Financial Advisor Janet forms relationships with our valued Clients, assisting them in executing every aspect of their financial goals.
Janet’s family provides personal-life experience with retirement needs, assisting her late-80’s parents as they navigate Medicare and all aspects of financial planning. Having lived in Charlotte for over 20 years, Janet takes great pride and joy in her three adult children and their English Setter, Lily.
Phone: (704) 325-9406
Email: janet@southparkcapital.com
Steve Grubner
Steve has been in executive level management positions for more than thirty years, working primarily in small to midsize private and public companies. His positions have ranged from Vice President of Sales in a technology company, to Chief Financial Officer of a public biotechnology company, to Chief Executive Officer of a public health and wellness company.
After selling his $30M technology business in 1996 to a public company he remained with the acquiring firm until 1999 as Vice President and General Counsel. Since that time, Steve has worked in the private and public equity markets, raising capital for technology, biotech and software companies.
As a result of his wide-ranging experience, Steve has been called upon to serve in senior management posts performing mission-critical assignments including the legal execution of public SEC filings, vendor contract negotiations and internal employee agreements for key management personnel. Steve received a BA in Economics from the University of Michigan and a JD from the John Marshall Law School.
Steve’s career in business and his extensive capital markets background provide valuable insights as he advises clients seeking to protect and grow their life savings. People often remark on his easygoing personal style, which helps him relate easily to individuals from all walks of life.
Steve relocated to Charlotte from Chicago and has great interest in all things health and wellness, especially those things that keep him feeling young!
Phone: (704) 325-9406
Email: steve@southparkcapital.com
Jon Hogan, CRCP™
Jon began his career in the insurance industry first as an Agent for Combined Insurance and later as a Marketing Consultant for industry giant Financial Independence Group. In his nine years with Financial Independence Group Jon worked directly with hundreds of financial advisors. Over the years Jon became a recognized industry leader in the development of financial advisory practices. In essence, Jon was an advisor to advisors.
Jon’s passion stems from his internal drive for excellence in all he does. Those who work with Jon remark on his energy and enthusiasm. Jon feels blessed to have had the opportunity to mentor along with some of the top financial planners nationwide and now brings a wealth of experience and know-how to bear in solving client puzzles. He enjoys starting with client goals and desires and then building a collaborative plan to achieve the desired outcomes.
Jon grew up in Morganton, North Carolina, and has fond memories of listening to his Dad play bluegrass music. He holds degrees in Tourism Management and Business from UNC Greensboro and is licensed for numerous forms of insurance work along with holding Series 7 and 66 securities licenses. Jon is a Chartered Retirement Planning Counselor™ – a designation program for financial professionals. This program enables experienced advisors, who are focused on retirement planning for individuals, define a “road map to retirement.” There is a focus on clients’ pre- and post-retirement needs, as well as issues related to asset management and estate planning. Jon resides in Davidson with his wife Catherine and their two young boys. They are also blessed to share their life with Scout, their Golden Retriever. They enjoy all Davidson has to offer especially boating on Lake Norman, hanging out by the pool and enjoying just about any outdoor adventure. Jon is a Crossfitter and has a strong passion for Carolina Basketball.
Phone: (704) 325-9406
Email: jon@southparkcapital.com
George Terlizzi
George dropped out of Northwestern University to found his first technology business, which grew under his leadership to more than $30M in revenue and was acquired by a public company in 1996. After effectuating the sale of the company, George served as a senior executive in the new firm where revenues exceeded $100M.
Following the sale of his company, and his brief “retirement”, George worked in mergers and acquisitions where he brokered the sale of private businesses ranging in value from $2-20M, while also serving as a trusted advisor to small business leaders working to grow, fund and eventually exit their businesses.
Today George advises wealth Clients individually, leads the Advisory team and sets the strategic vision for SouthPark Capital. Throughout the industry George is a sought after speaker at national events as well as a confidant and mentor to those who lead successful financial practices of their own.
George’s insatiable curiosity, action oriented approach and broad ranging interests are invaluable to those he advises. Clients often remark on the relevance of his real world, first person experience and the unique insights he brings to their financial puzzles. George makes his home in Charlotte, NC, with his wife Robin, their daughter Sarah, and Lucy Cupcake, their Golden Retriever.
Phone: (704) 325-9406
Email: george@southparkcapital.com
Maddie Dobbs
Maddie joins us as our Marketing Director after years of Marketing and Relationship Management experience. Prior to entering the financial industry, she had been a Creative Director and managed Marketing for businesses in multiple industries.
She saw a need for marketing and essential client services in the financial industry and has brought her customer-oriented skill set to the Atlanta team. Maddie is responsible for a wide variety of things including events, media, client scheduling, and being an important point of contact for future clients. What she enjoys most about her role is supporting staff and assisting advisors in helping clients reach their financial goals. She consistently works to build client relationships through communication and quality customer service.
When not in the office, she enjoys the outdoors with her husband, son, and their dalmatian.
Phone: (678) 256-8300
Email: maddie@southparkcapital.com
Suzanne Dunlap
Suzanne’s first role with SouthPark Capital was as “Director of First Impressions”. In this role Suzanne was most often that first voice you would hear when calling SouthPark Capital and the first smile you saw when arriving at our offices. Suzanne also serves as our corporate baker, lovingly providing those freshly made cookies ever present in our offices.
Since then Suzanne has become a key member of our leadership team where she now serves as Vice President of Operations, where she brings her deep commitment to excellence and her warm style to an ever-broadening sphere of influence. Today Suzanne’s responsibilities spread across Client care, administration, finance, marketing and human resources. In many ways Suzanne is the glue that binds our organizational pathways.
Suzanne earned a BS in Psychology and Sociology from Eastern Illinois University. After working at the management level in the senior services industry, she later chose to focus her efforts in the hospitality field where she worked in a variety of management positions and developed a passion for service excellence, something SouthPark Capital Clients benefit from today. Suzanne enjoys hosting her adult daughter and friends from her native Chicago and introducing them to the live music scene and outdoor recreational facilities that Charlotte has to offer. She is in love with Stafford, her rescued Cairn Terrier mix dog.
Phone: (704) 325-9406
Email: suzanne@southparkcapital.com
Robin Terlizzi
While with SouthPark Capital Robin initially focused on quality control and client relations, constructing many of the systems used to ensure client engagement. Robin continues to act as a mentor to our staff with respect to the service ethic we reflect to our Clients. Today, as Director of Accounting and Human Resources she works to ensure integrity in our internal financial systems and to be sure our team always feels heard and appreciated.
Robin holds a BS in Business from Florida State University and a Masters in Counseling from the University of South Florida. Robin is a life-long learner who enjoys humor, reading, traveling, hiking, and spending quality time with family and friends. She makes her home in Charlotte, NC, with her husband George, their daughter Sarah, and Lucy Cupcake, their Golden Retriever.
Phone: (704) 325-9406
Email: robin@southparkcapital.com
Beth Umbaugh
Beth Umbaugh joined Kalos SouthPark Capital in 2015 as its Client Relations Administrator when Wise Path, LLC was integrated into the practice. Beth works closely with the clients coordinating time with the Advisers as well as special functions.
Prior to joining Wise Path in September 2012, Beth was the Event Planning Coordinator for the Escambia-Santa Rosa Bar Association for 13 years and then Office Manager for Optical Services International for 6 years. She and her husband, Mark, moved to Alpharetta from Florida in 2005. In her off hours you can find her spending time with Mark, at the barn with their horse, Willi, paper crafting with their cat, Lily, or reading.
Phone: (678) 256-8300
Email: beth@southparkcapital.com
Kalos Financial Partnership
Through our partnership with Kalos Financial the SouthPark Capital Team has full access to the Kalos family of companies founded by renowned Endowment Model expert Daniel Wildermuth. Through this partnership the team at Kalos provides an operating platform unique in its cutting edge application of Endowment Model theory as it relates to individual, non-institutional portfolios.
DOWNLOAD our complimentary guides!
We work hard to educate our clients, assisting in the ongoing effort to assess your current investment and retirement strategies. Visit the links below to explore our insightful guides and always know we’re here to answer your questions and help build a fully integrated retirement plan, in person, when the time is right.
