About Us
INDEPENDENT - FIDUCIARY STANDARD* - FINANCIAL SOLUTIONS
Our focus is helping people who are retired or nearing retirement to properly plan for the most important phase of their financial lives, “The Distribution Phase.”
Our clients receive custom-tailored investment and retirement income plans that bring peace of mind and confidence that they will be well-prepared to enjoy a happy and worry-free retirement.
We provide full transparency and, as fiduciaries, are legally obligated to put our clients’ interests first. They have access to both Institutional Money Management for long-term growth potential and guaranteed income solutions that provide paychecks for life. Our goal is to help our clients achieve financial independence through education and the implementation of creative plans utilizing both insurance* and investment* solutions.
*Insurance offered through ETS Wealth Management
*Investment advisory services are offered by First Advisors National, LLC.

Eric T. Scoggins, CFP®
Founder
Eric T. Scoggins, CLU®, CFP® is the Founder, President, and CEO of ETS Wealth Management. Eric is a Georgia Native and graduated from Brookwood High School. Eric also served our Country by joining the Marine Corps Air Wing. Eric is a Certified Financial Planner®, Series 65 license and holds the Chartered Life Underwriter and Chartered Financial Consultants professional designations. Eric has over two decades of industry experience. He is passionate about providing financial education and investment guidance that provides people the peace of mind and confidence that they can enjoy a happy and worry‐free retirement. Eric is married to Melissa, and they are blessed with two healthy children. As well as being involved with many family activities, they call Corner‐Stone in Jefferson their Home Church.

George Nickels
Lead Advisor

Jeff Wallace
Senior Paraplanner

Georgie Nickels
Associate Paraplanner

Melissa Scoggins
Office Manager

Stephanie Schmidt
Executive Assistant
Stephanie Schmidt is our Executive Assistant at ETS Wealth Management. She graduated from San Diego Christian College in 2010 with a bachelor’s degree in early childhood education. Originally from San Diego, she has been living in Georgia for the past 5 years. Stephanie has two young children, Ethan (3) and Adalyn (2). Besides spending her free time with her husband and kids, she also enjoys crafting and art projects. Stephanie assists with the new accounts process, helps plan and market client events, handles various administrative tasks, and takes on special projects as needed.

Nelly Stoneburner
Operations Specialist

Jordan Mize
Client Relations Specialist
Our Process
5-Step Retirement System
1. Selecting a Financial Service Professional
Step One explains the role of a financial services professional and introduces New Generation Retirement Planning. (Takes place in 1st Appointment).
2. Fact & Feeling Finding
Step Two encompasses thought-provoking questions about your financial well-being. It begins with the Color of Money Risk Analysis and incorporates the elements of discovery and client feedback. (Takes place in 1st Appointment).
3. Retirement Planning
Step Three allows us to craft a holistic plan based on your goals and objectives, which is accompanied by a formal presentation using the Color of Money, Social Security Maximization and Retirement Compass reports that allow us to engage in the important task of feedback prior to execution. (Takes place in 2nd Appointment).
4. Solutions & Executing
Step Four incorporates independent third-party research and solutions based on careful consideration of your asset allocation and risk, income planning, asset maximization, legacy planning and tax strategies. (Takes place in 2nd or 3rd appt).
5. Ongoing Relationships
Step Five addresses long-term client engagement and five-star service by providing you with unique technology and enhanced value-add, with technology that include Generational Vault, ByAllAccounts, and Wealth Watch, and client engagement that includes client appreciation events, review meetings, webinars, and workshops. We treat you like family and want to be there to help you celebrate your birthday or anniversary or be there when you feel under the weather.