If goats did financial planning, they would be ah-mazing.
Just think – goats are intelligent, curious, sturdy and intentional.
They make calculated moves. They stay the course and take care of business.
Truth be told, when we started brainstorming on firm names, we gravitated toward the idea of choosing a mascot to represent our values and approach. Cardinals were a close second, but for obvious reasons, we just had to go with the GOAT.
Goats climb – they climb to ridiculous heights. They are fearless and THAT is the essence of what we want for our clients – for them to feel like nothing is impossible when we make a plan to pursue dreams or overcome setbacks, and for them to know we will be there to help them find their balance along the way.
If you check out the timeline below, you may see a pattern. There’s a ton of good energy around the number 21 for us!
So there you have it. Goats – coupled with our lucky number – became the name of our firm.
Welcome to 21 Goats Financial Planning!
This is 21 Goats.
Well, not exactly. There are not 21 of us.
And we’re not really goats. But you get the idea!
Alyson Skodack Burkett,
CRPC®, CFP®
FINANCIAL ADVISOR
Brian Burkett
DIRECTOR OF OPERATIONS
Melanie Metzger
ADMINISTRATIVE ASSISTANT
Carrie Wilson
ADVISOR SUPPORT ADVOCATE
SOME TIME IN 2009
Alyson Skodak and Brian
Burkett meet at Waddell & Reed.
MARCH 21, 2015
Alyson & Brian tie the knot.
MARCH 21, 2018
Watson Burkett is born.
OCTOBER 21, 2020
Alyson & Brian close on
their Roswell office.
JULY 13, 2021
Lillian Burkett is born.
JULY 21, 2021
Waddell & Reed is acquired
by LPL Financial.
JULY 2021
Alyson joins Integrated
Financial Group (IFG).
MARCH 21, 2015
Alyson & Brian tie the knot.
MARCH 21, 2018
Watson Burkett is born.
OCTOBER 21, 2020
Alyson & Brian close on their Roswell office.
JULY 13, 2021
Lillian Burkett is born.
JULY 21, 2021
Waddell & Reed is acquired by LPL Financial.
JULY 2021
Alyson joins Integrated Financial Group (IFG).
DECEMBER 2021
Brian joins Alyson in partnership, and after some craft brewery fueled sessions in downtown Roswell, 21 Goats Financial Planning is formed.
And these are our strategic partners.
About Integrated Financial Group
In 2021, we were asked to join Integrated Financial Group (IFG), one of the nation’s largest financial planning consortiums. Based right here in Atlanta, this group of like-minded professionals believes that many minds are greater than one when it comes to financial planning. Since its inception in 2003, Integrated Financial Group has maintained a culture of passionate, strictly vetted independent members who believe their vast collective knowledge and experience can help member firms like 21 Goats Financial Planning provide superior advice to clients. We run our own business AND get to tap into this fantastic network simultaneously! That said, we are proud to be associated with IFG.
Land Bridgers
Chief Executive Officer
Crystal Epstein, AIF®
Chief Compliance & Risk Officer
Jason Bokina
Director of Marketing
Dana Wilson
Administrative Assistant
About LPL Financial
In July 2021, LPL Financial acquired Waddell & Reed, the firm where Alyson and Brian worked since 2009. LPL Financial is the nation’s largest broker-dealer (B-D) and is responsible for buying and selling securities for its customers. Unlike other massive, well-known firms, LPL does not offer proprietary investment products or engage in investment banking activities. As advisors affiliated with LPL (all Integrated Financial Group members are LPL Financial advisors), we are not pressured or influenced by LPL to sell specific products. As our broker-dealer, LPL provides cutting-edge research, tools, resources, and regulatory oversight to support 21 Goats’ financial guidance and recommendations.
About LPL Financial
In July 2021, LPL Financial acquired Waddell & Reed, the firm where Alyson and Brian worked since 2009. LPL Financial is the nation’s largest broker-dealer (B-D) and is responsible for buying and selling securities for its customers. Unlike other massive, well-known firms, LPL does not offer proprietary investment products or engage in investment banking activities. As advisors affiliated with LPL (all Integrated Financial Group members are LPL Financial advisors), we are not pressured or influenced by LPL to sell specific products. As our broker-dealer, LPL provides cutting-edge research, tools, resources, and regulatory oversight to support 21 Goats’ financial guidance and recommendations.
What's Next
Wondering how our process works?
Download our Client Service Timeline for a detailed overview of how we would work together.
Ready for a
conversation?
Book a time to Zoom meetings or chat on the
phone to explore working together.
Wondering how our process works?
Download our Client Service Timeline for a detailed overview of how we would work together.
Ready for a conversation?
Book a time to Zoom meetings or chat on the phone to explore working together.
QUICK LINKS
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/ SIPC.
View LPL Financial Form CRS
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
View this firm’s Relationship Summary.
© 2024 21 Goats Financial Planning
