Broker Check

Team

Reuben Lewis*

President

404-865-3105

reuben@masr2020.com

Reuben Lewis IV is a results-driven and client focused financial services professional with 22 years of value adding contributions. Reuben is known as an influential leader with a special talent for building both cooperative and...

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C.W. Copeland, Ph.D., ChFC®, CLU®, RICP®

President - Financial Planning

404-865-3105

cwcopeland@masr2020.com

C. W. Copeland, Ph.D., is the Vice-President of Financial Planning for National Financial Group. An Assistant Professor at The American College for Financial Services, he holds numerous licenses and registrations (State of Georgia) in...

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Wanda Rosemond

Operations Manager

678-990-5064

wanda@masr2020.com

Wanda Rosemond is the Operations Manager for National Financial Group. Wanda is a graduate of Spelman College with a degree in Mathematics. She brings to National Financial Group over 30 years’ experience in...

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Jessica Maynard

Managing Sales Director

404-865-3105

Jessica@masr2020.com

Jessica is a Managing Sales Director with National Financial Group. She has a diverse background having studied Music Education at the Schwob School of Music at Columbus State University. Jessica taught and attended Masterclasses ...

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James Moten, Jr., Ph.D., CFP®, ChFC®, CRPC®, CMFC®

Vice President - Financial Planning

(404) 865-3105

jmoten@masr2020.com

Dr. Moten holds a Ph.D. degree in Finance and has have served in numerous positions related to budgeting and financial management at the college level. He managed over $150 million in funds during his tenure as a financial...

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Guliz Polinsky

Global Consultant

404-865-3105

404-602-9675

guliz@masr2020.com

Born in Turkey, Guliz spent most of her life growing up in the city of the Seven Hills, more commonly known as Istanbul. Being raised in a family of generational entrepreneurs, she grew up with an appetite for innovation and...

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Tanya Treston

Insurance Specialist

404-865-3105

tanya@masr2020.com

Tanya Treston is a Financial Services Representative with National Financial Group. Tanya has an unyielding desire to achieve a high standard of work in everything that she does. She is an extremely confident, assertive and...

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Allison Forsman

Office Manager - Scottsdale

allison@masr2020.com

Prior to becoming an Office Manager with National Financial Group, Allison was in the hospitality industry for 8 years. She would plan meetings and events for corporations and associations all over the world. Allison is a graduate from...

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Mark Schwartz

Tax Specialist

404-865-3105

Mark Schwartz is the Tax Specialist with National Financial Group. Mark has been an accountant  for over thirty years, having started with his uncle’s CPA firm while still in high school. Mark holds an...

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Ja'Wand 'Joi' Reed

Vice President - Legal Division

404-865-3105

Joi is a native Floridian who graduated Magna Cum Laude with a Bachelor of Science in Political Science and Public Administration degree from Florida A&M University. Joi also earned a Master of Public Administration degree from Florida...

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