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...

Read more

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...

Read more

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...

Read more

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...
Read more

Bill Miller

Regional Senior Vice President

3162047998

4045815531

bill@buckheadbrokerage.com

Bill began his career 41 years ago with Massachusetts Mutual and Northwestern Mutual Life Insurance Companies in Kansas City, MO. He was subsequently asked to join the Manulife Financial (now John Hancock) regional office in Sacramento...
Read more

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...
Read more

Stephen Martin

Regional Senior Vice President

662-213-0817

404-581-5531

stephen@buckheadbrokerage.com

Stephen Martin began his career in the financial services industry in 2010 as a financial advisor with a regional broker dealer/RIA in Memphis, TN. After 4 years of building a successful practice in Memphis, Stephen was recruited to...
Read more

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.

Learn more

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. 

Learn more

Helpful Content

What Is My Current Net Worth?

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Insurance Needs Assessment: When You're Newly Married

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.