Patty Conard
My focus is on health, life, disability, Medicare, and Long Term Care insurance for individuals and small groups and my goal is to provide my clients with exceptional service before, during and after enrollment. I work with my clients to uncover the best strategies to help meet their benefit goals. I am well versed on all the primary insurance carriers and their product offerings and diligent in problem resolution – you can count on me to be honest, practical, and reliable.
I graduated from San Jose State University with a degree in Business Management. After graduation I worked for Hewlett-Packard in the areas of production, inventory control, and sales development. I was also a sales representative for Xerox and an Account Executive at Management Recruiters International.
My husband, Mark Conard, and I have two children and five grandchildren. I am an avid tennis player, love to play golf and stay healthy by swimming laps. We have lived in Roswell, Georgia (just north of Atlanta) since 1999.
Volunteering and giving back to the community are important to me. I served as the board president for Georgia Autism Skills for Life. I have chaired the golf tournament for HomeStretch, a program that provides interim housing and life skills training for homeless families in the Atlanta area and served on the board of directors.
I truly care about the lives of others and work hard to make a positive difference.
My Philosophy
I am a benefits broker specializing in helping business owners lower their costs and fees with group health insurance and 401K plans. The process of selecting a medical provider and a broker can be overwhelming as can be the process for enrollment and follow-up. I primarily work with small companies in the metro Atlanta area to help them through the process.
Mark Conard
Mark Conard, CFP®, helps his clients pursue their financial goals through detail-oriented approach to financial planning. He provides personalized service, builds lasting relationships, and maintains a disciplined, long term investment outlook. He uses his wide-ranging business experience and background as a basis for creating financial plans unique to each client’s goals and aspirations. Mark focuses in various areas of financial planning including, but not limited to: investment planning, retirement planning, estate planning and insurance planning all with an emphasis on meeting his client’s needs.