Welcome to Live Oak Med. Supplement Brokerage
Forrest T. Mitchell
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 Division as a marketing director with expanded reach and responsibilities. Between Lincoln and John Hancock, Forrest turned two undeveloped territories into over $200 million in retirement assets.
Forrest was introduced to the Life General Agency business by longtime friend and business associate, Ray Bailey. He left Lincoln in 2008 to begin his role as an independent general agency manager. Forrest is a member partner with Advantage Insurance Network, one of the nation’s largest life insurance marketing firms. He made the transition from a corporate Vice President and has now built Buckhead Brokerage Group from scratch.
Forrest received his Mechanical Engineering degree from the United States Military Academy at West Point. Having played all four years, he lettered in Football and was an active member of various clubs. Upon graduation, Forrest was commissioned as an officer in the Air Defense Artillery branch. His last assignment was Air Defense Coordination officer to Fort Stewart. Forrest was responsible for the deployment and tactical plans to the joint forces committee, the army’s primary deployment force.
Forrest is a native of San Antonio, Texas and now lives in Atlanta. He is married to Melissa and has two children. Forrest loves the outdoors and is a fan of most sports. He enjoys spending time with his family and bow hunting on his middle Georgia farm.
Marty A. Phillips, CFP®
Director of Advanced Markets
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 the financial services industry since 1997. Prior to joining Buckhead Brokerage Group, he spent five years at the Wellspring Group and seven years with the Hartford. At both firms, Marty collaborated with other professional advisors to help navigate sophisticated issues more effectively for their clients.
Marty received his Bachelor’s degree in Civil Engineering from the Georgia Institute of Technology. Although not to blame for Atlanta traffic, he was a member of the transportation design unit of Post Buckley in Atlanta. With a background steeped in formulas and mathematics, Marty considers himself a fully recovered engineer. Just as important as the numbers, he enjoys the client interaction and unique family dynamics that are often an integral part of a client’s overall financial structure.
Marty and his wife Ginny currently reside in their hometown of Savannah with their three girls. He enjoys time on the golf course and is an overall avid sports fan. He is involved with the Savannah Estate Planning Council and The Next Generation organization as local charities.
Specialties: Advanced estate planning, asset protection planning, business succession and wealth transfer planning.
Senior Sales Director
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 companies. He is now responsible for new business development and relationship management for BBG. Jerry assists advisors and financial consultants through all phases of the planning process. His experience and expertise helps in case development and design, client fact gathering, and plan implementation. Jerry is a valuable member of the BBG team and upholding the culture of intensive service and quality support.
Jerry is married to Julie, and he is originally from Syracuse, New York. He is an avid golfer and enjoys spending time with his two Lab rescue dogs. Jerry graduated from St. John Fisher College in Rochester, NY with a BS in Business Management in 1985.
Kelly is a graduate of the J.M. Tull School of Accounting at the University of Georgia. During college, Kelly interned at Buckhead Brokerage and founded a small business with six-figure revenues. After completing his degree, he rejoined Buckhead Brokerage in order to help start our Med Supplement wing. Kelly has proven initiative and attention to detail through his experience and studies. He is able to assist clients with care and expertise and is a valuable member of the Live Oak team.
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