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

George Nickels is our Lead Advisor at ETS Wealth Management. He holds a bachelor’s degree in finance from Georgia Gwinnett College. George is an experienced advisor, starting his career at Edward Jones right out of college. George is married to his childhood sweetheart Monica, and they have 2 adult children, Georgie & Mallory. His son Georgie also works at ETS. George loves the Lord and attends Prince of Peace church. In his off-time, George loves riding motorcycles, boating and spending time with his family.

Jeff Wallace
Senior Paraplanner

Jeffrey Wallace is our Senior Paraplanner at ETS Wealth Management. He graduated from the University of Alabama with a bachelor’s degree in financial planning. He has worked in several different industries, i.e., retail, health, and finance throughout his career. He has been happily married to his wife Nina for 31 years. They have a son, Nathan, who graduated with a bachelor’s degree in biology from Georgia Gwinnett College. In his spare time, Jeff enjoys hiking with his family in the North Georgia/Western North Carolina mountains.

Georgie Nickels
Associate Paraplanner

Georgie Nickels is our Associate Paraplanner at ETS Wealth Management. He has a bachelor’s degree in management information systems, as well as a minor in Information Technology. Georgie coordinates with Jeffrey Wallace to bring the best cases possible to our client family members. He also analyzes the best products for each client’s specific needs to help reduce market risk. He loves working with and learning about technology and modifying his computer at home.

Melissa Scoggins
Office Manager

Melissa Scoggins is our Office Manager at ETS Wealth Management. A Georgia native, she is the proud mother of two beautiful daughters, Ashlynn and Makenzie, and the loving wife of Eric. Melissa plays a key role in our day-to-day operations, managing schedules, and overseeing our retirement planning educational workshops. She also handles client administrative requests, assists in planning events, and serves as our Generational Vault specialist.

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

Nelly Stoneburner is our Operations Specialist at ETS Wealth Management. She is actively a part of new business processes. Nelly is a retired middle school teacher and holds a doctorate degree in Educational Leadership. In addition to her professional background, Nelly is a proud mother of two adult children and a loving grandmother to three grandchildren. Outside of work, she enjoys playing pickleball and is an avid poker player. She is also an enthusiastic supporter of UGA football and loves spending time making memories with family and friends.

Jordan Mize
Client Relations Specialist

Jordan Mize is our Client Relations Specialist at ETS Wealth Management. She is a busy mother of four with two daughters and two sons. Jordan brings valuable experience to ETS from her previous administrative roles in the financial and legal industries. Jordan helps out with all our clients’ account service needs, is our RMD processing specialist, handles the daily office administrative duties, and she supports the entire ETS team.

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.