Cannon Financial Strategists, Inc. Employee Directory

Financial ServicesGeorgia, United States11-50 Employees

At Cannon Financial Strategists, we’ve created a simplified, successful approach to retirement services and planning. Our firm was founded on a unique service model: satisfy a variety of roles that normally require multiple providers. 

Whether we’re assisting plan sponsors in the development and oversight of their employee’s retirement plan, or guiding individuals through the challenges of retirement income planning, our continuous goal is the delivery of prompt and thorough service. The proof of our success in this goal is evident in the longevity of our client relationships—many of our relationships extend more than 20+ years.

Find Cannon Financial Strategists, Inc. employees' phone numbers or email addresses

Cannon Financial Strategists, Inc. Global Highlights

Location
Employees

North America
61

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  • United States Of America
    61

Cannon Financial Strategists, Inc.'s Leadership

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    K. D.
    Chief Executive Officer
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    J. Y.
    Chief Investment Officer
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    C. E.
    Chief Operating Officer
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    J. S.
    President - CFP®
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    H. W.
    Founder
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    C. P.
    Senior Vice President
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    T. B.
    Executive Vice President
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    M. P.
    Director, Enterprise Integration
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Contact profiles from Cannon Financial Strategists, Inc.

Name
Title
Contact Info
Location
Last Update
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    K. V.
    Financial Advisor | Financial Planning Lead
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    United StatesGeorgia
    Nov 17, 2025
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    M. D.
    Insurance Services Lead | Financial Advisor
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    United StatesGeorgia
    Oct 18, 2025
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    M. C.
    Operations Manager, Individual Client Services
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    United StatesGeorgia
    Oct 23, 2025
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    C. B.
    Financial Advisor | Portfolio Maintenance Lead
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    United StatesGeorgia
    Oct 21, 2025
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    K. J. Y.
    Senior Accountant & Compliance Analyst
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    United StatesGeorgia
    Oct 23, 2025
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    A. M.
    Retirement Plan Consultant
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    United StatesGeorgia
    Nov 15, 2025
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    J. R.
    Retirement Plan Adviser
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    United StatesGeorgia
    Aug 09, 2025
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    J. L.
    Associate Financial Advisor
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    United StatesGeorgia
    Oct 25, 2025
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    K. G.
    Financial Advisor
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    United StatesGeorgia
    Oct 21, 2025
  • Stylized image of a person
    L. R.
    Associate Advisor
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    United StatesGeorgia
    Sep 09, 2025

Frequently Asked Questions

What is Cannon Financial Strategists, Inc. known for?

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Cannon Financial Strategists, Inc. was founded in 1984 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Cannon Financial Strategists, Inc.'s company overview page for more information.

What is Cannon Financial Strategists, Inc.'s most common email format?

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Cannon Financial Strategists, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cannon Financial Strategists, Inc. email formats with LeadIQ.

How many employees does Cannon Financial Strategists, Inc. have currently?

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Cannon Financial Strategists, Inc. has approximately 43 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Cannon Financial Strategists, Inc.'s key employees and leadership?

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As of December 2025, Cannon Financial Strategists, Inc.'s key employees include:

  • Chief Executive Officer: K. D.
  • Chief Investment Officer: J. Y.
  • Chief Operating Officer: C. E.
  • President - CFP®: J. S.
  • Founder: H. W.

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