Podcast: Download
Patrick Renn / The Renn Wealth Management Group
Pat Renn is a financial professional that has been cited in ABC, NBC, FOX, and CBS for his work in wealth management.
Pat is Founder & President ofThe Renn Wealth Management Group, Inc. He is a CERTIFIED FINANCIAL PLANNER™ professional with over 40 years experience providing wealth management strategies to individuals, their families & charities.
He has been President of the Georgia Society of the Institute of Certified Financial Planners & President of the Georgia Chapter of the International Association for Financial Planning. He is a member of the Society of Financial Service Professionals, the Atlanta Estate Planning Council and the Georgia Planned Giving Council. He is a graduate of Villanova University and holds an MBA from Loyola College.
He has served on the Holy Innocents’ Episcopal School Board and chaired their Endowment Funds Committee. Pat chaired the Cathedral of St. Philip Endowment Funds and is a trustee of the Alliance for Christian Media Endowment. He chaired the Georgia Special Olympics Board and served on the Schenk School Board.
Website LinkedIn Twitter Facebook
Jonathan Wilfong / Focus Investment Banking, LLC
Jonathan E. Wilfong, a FOCUS Partner, has over forty five years of broad industry experience in mergers and acquisitions, business development, and capital formation. Mr. Wilfong has participated in over 100 transactions, as intermediary or principal. In his capacity as business advisor he participated in numerous capital formation and merger and acquisition activities that aggregated in excess of $500 million.
Prior to joining FOCUS, Mr. Wilfong was the Senior Managing Director of The March Group, LLC, a private investment banking firm headquartered in Nashville, Tennessee. While at March he completed a number of successful merger and acquisition engagements for middle market companies in the chemical, oilfield and wellhead supply, equipment manufacturing and healthcare industries. Some of the more significant transactions he participated in are Verify Solutions, Alliance Healthcare, Excelsior Medical, Control Devices, Drain All, VeenendaalCave, SBC Systems and Encore Construction among others.
Mr. Wilfong was a founder and co-founder of two physician practice management companies, OrthAlliance and the Plastic Surgery Company. In founding these companies Mr. Wilfong raised over $5 million in Regulation D offerings and negotiated the acquisition of over 75 medical practices. Both of these companies completed successful initial public offerings with a combined market capitalization in excess of $125 million at the IPO date.
In addition, he was a co-founder of Ouch.com; an Internet-based medical supply superstore. During his tenure as president and chief executive officer, he recruited an experienced management team, managed the development of a web site that offered over 65,000 items and initiated and implemented strategic alliances with several significant medical associations including the Orthopaedic Foundation of America.
In 1970, Mr. Wilfong joined Price Waterhouse, LLP and from 1983 through 1995 he served as a Partner with that firm, including 5 years as an office managing partner. During his tenure at Price Waterhouse Mr. Wilfong served as a business advisor to numerous clients, many with global operations, in a wide spectrum of industries including media, transportation, manufacturing and distribution, consumer packaging and products, healthcare and retail.
Mr. Wilfong, a CPA, received his Bachelor of Science in Business Administration degree from East Carolina University and participated in the Executive Program at the Fuqua School of Business at Duke University.
Website LinkedIn
