Fiscal Fitness Center
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About Us

Mark Stevens
  • Mark J. Stevens, CFP®, ChFC®
  • Founder, Fiscal Fitness Center
  • Chief Editor, Fiscal Fitness Update
  • Director of Metro Atlanta SOFA Chapter
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  • (770) 353-6352
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Mark Stevens, Founder of Fiscal Fitness Center, is the Metro Atlanta Chapter Director for the Society for Financial Awareness (SOFA), a National Non-Profit Organization dedicated to providing financial education across America one community at a time. Mark is also a Certified Financial Planner™ professional. 

Mark has been helping clients plan for and pursue their financial goals for more than 20 years.  As a result of his many years as a CFP®, Mark realized financial literacy is the foundation for financial success.  Therefore, he has committed his efforts to helping people by bringing them education and access to financial professionals in the Atlanta area who he deems is as committed as he to this vision.

Barry Franklin
  • Barry H. Franklin, CPA
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  • (770) 492-8700
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Barry is the owner of a CPA firm that offers a full range of tax, financial and accounting services for individuals and businesses. He has over 25 years experience, including 3 years with the Internal Revenue Service as a field auditor. If you would like to get more specific information regarding Barry’s firm and how he works with clients, please visit www.franklincpafirm.com.

Bernard Kearse
  • Bernard V. Kearse, III
  • Attorney at Law
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  • (770) 394-9570
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Bernard specializes in Estate Planning, including Wills, Powers of Attorney, Trusts, and Probate. He has a Masters of Law in Estate Planning and over 25 years of experience in the practice of law. If you would like to get more specific information regarding Bernard’s firm and how he works with clients, please visit www.kearselawfirm.com.

Keith Nabb
  • Keith Nabb
  • Affordable Medicare Solutions
  • Founder & Principal
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  • (770) 945-5261
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Keith has been a successful owner of 3 insurance agency startups that have led to his current company, Affordable Medicare Solutions. The company focuses on education based customer service, and offers Medicare, health, and life policies. They are very involved within the community, and provide the Greater Atlanta area with over 75 Medicare education events each year. They have been finalists of the Gwinnett Impact Business Awards, and named Best of Gwinnett several times. With over 20 years of health insurance experience under his belt, Keith is a trusted resource and provides his clients with the education they need to comfortably choose their health plans.

Jermoy Trask
  • Jeromy Trask, Realtor®GRI
  • Associate Broker
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  • (770) 335-3102

Jeromy is a certified Realtor with over 18 years of experience selling metro Atlanta properties. He is a residential specialist with extensive experience representing both buyers and sellers. Jeromy prides himself on his deep knowledge of his markets and extensive market analysis. If you would like to get more specific information regarding Jeromy’s firm and how he works with clients, please visit jeromytrask.yourkwagent.com.

Steward Sadler
  • Stewart Sadler
  • Managing Partner
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  • (404) 441-4765

Stewart owns Cornerstone Mortgage Group and his company’s mission is to provide the best mortgage products and service in the industry. With over 11 investors Stewart is always able to provide his clients with the best interest rate and closing cost and has a team in place to ensure everyone receives excellent service throughout the loan process. Stewart grows his business 100% by referral and it is his goal to make every client a ‘Raving Fan’. If you would like to get more specific information regarding Stewart’s firm and how he works with clients, please visit www.cmg-homeloans.com.

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Help Us Help Others

If you prefer to learn through our seminars or classes, our team of professionals teach a host of financial, legal, tax and real estate topics through a national nonprofit organization called the Society for Financial Awareness (SOFA). As members of SOFA, we donate our time by speaking to and advising employees of businesses and organizations throughout Atlanta. Notable organizations we have helped include Emory University and Jackson Healthcare. If you would like us to visit your company or organization…