Broker Check

Buckhead Brokerage Group is a General Agency member of Advantage Insurance Network. AIN has established itself as the nation’s leading producer of life insurance, achieving over 700 million of new premiums in the last two years. Buckhead Brokerage Group’s competitive advantages are the resources to bring the most value to the agent, the personal touch of case design, and point of sale when needed. Our other major advantage is not only the contracts we maintain, but we have dedicated underwriting teams within each core carrier. We consistently receive favorable decisions on the toughest of cases.


Mission:

Buckhead Brokerage Group’s mission is to provide all agents unbiased access to:

- top tier life insurance companies

- superior and comprehensive advisory resources

- advanced underwriting solutions

- an educational approach to insurance

Forrest T. Mitchell

Managing Partner

404-719-5081

404-581-5531

forrest@buckheadbrokerage.com

Forrest entered the financial services field in 2004 as a Vice President with John Hancock’s Variable Annuity Division following his service as an officer in the US Army. Forrest was recruited to Lincoln Financials Retirement...

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Marty A. Phillips, CFP®

Director of Advanced Markets

912-292-1552

404-581-5531

marty@buckheadbrokerage.com

Marty is the Director of Advanced Markets with Buckhead Brokerage Group, a privately held General Agency and a partner member of the Advantage Insurance Network. He is a CERTIFIED FINANCIAL PLANNER™ professional and has been in...

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Jerry Kelleher

Senior Sales Director

404-719-5088

404-581-5531

jerry@buckheadbrokerage.com

Jerry Kelleher is the Senior Sales Director for Buckhead Brokerage Group (BBG). Jerry has 14 years of financial services experience and has dealt with high level planning and policy placement for financial institutions and trust...

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Erica Worthy

Office Manager

404-719-5086

404-581-5531

erica@buckheadbrokerage.com

Erica Worthy has been Buckhead Brokerage Groups Operations Manager and Life Insurance Case Manager since 2013. She thrives in making the advisor's job as effortless as possible by overseeing that the application process moves quickly...
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Katya Phillips

Licensing & Contracting Manager

404-719-5082

404-581-5531

katya@buckheadbrokerage.com

Katya Phillips joined Buckhead Brokerage Group in 2016. She is our Licensing and Contracting Manager, along with providing annuity and life case management services. With her previous experience as a Team Manager, she is able to work...
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Nolan Weber

Director of Internal Sales & Marketing

404-719-5089

404-581-5531

nolan@buckheadbrokerage.com

Nolan Weber joined Buckhead Brokerage Group in 2020. Starting out as an intern for us, he gradually earned a position as the Director of Internal Sales and Marketing. He has experience as a Team Leader and Supervisor of a Chick-Fil-A....
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Understanding Today's Financial Environment

Understanding Today's Financial Environment

We can help take the mystery our of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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Your Financial Future

Your Financial Future

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. 

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. 

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