Jeff McClenning, CFP®, is a Managing Partner of Capital Insight Group. He has been with the firm since 2005 (formerly known as Keen Insight Group) and is one of the co-owners. Jeff started his career in the financial services industry in 1994 with First Busey Trust and Investment Company in Urbana, IL, and continued with SunTrust Bank’s Private Client Services when he first moved to Georgia in 2002.
Originally from Illinois, he received his Bachelor of Science in Statistics, with a secondary concentration in Economics, from the University of Illinois at Urbana-Champaign. He has also earned a Master of Science in Personal Financial Planning from Georgia State University. While at GSU he was named the 2008 Outstanding Personal Financial Planning Student of the Year by its Department of Risk Management and Insurance, based on academic achievement.
He is a Certified Financial Planner® (CFP®) professional and is FINRA Series 7, 66 and 24 registered.
Jeff has been greatly interested in the economy and financial markets since he took an economics class in high school. He has a passion for helping individuals make incrementally smarter financial decisions that enrich their lives and are in alignment with their core values.
TLDR (Too Long, Didn't Read):
I am a unique combination of…
…that guy who ruined the curve in math classes
…a fervent financial planning advocate
…a baseball nut
Andrew is a Managing Partner and Wealth Advisor of the Capital Insight Group where he assists successful individuals and families with comprehensive Wealth Management. Originally from South Carolina, he graduated with a Bachelor of Arts degree from Wofford College, and was a member of the Dean’s List. While at Wofford, he was a member of the NCAA Golf Team. Andrew continued his studies at the University of Georgia Terry College of Business where he graduated from the Executive Program for Financial Planning.
He began his financial services career in retail bank management and Commercial Lending with Wachovia Bank and the National Bank of South Carolina.
Andrew relocated to Georgia in 2005 when he became a Partner in a Wealth Management Team at UBS Financial Services in Macon, GA. He joined the Keen Insight Group in 2007, and in 2010, he and Jeff McClenning assumed ownership of the firm. In 2016, the firm was rebranded Capital Insight Group.
Andrew served as President of the Johns Creek/North Fulton Rotary Club from 2010-2011. He served as an inaugural Board Member of the Peachtree Corners Business Association in 2012. From 2013-2015, Andrew served as a member of the Wofford College Terrier Club Board of Directors. He is currently a member of the Young Alumni Advisory Board at Wofford College.
Andrew, his wife, Anita, and two children live in Brookhaven, GA. His hobbies include golf, hunting and travel.
Courtney joined us in 2022 and is a Relationship Manager at Capital Insight Group. Courtney was raised locally in Johns Creek, GA. She graduated from the University of Connecticut with a bachelor's degree in Economics and minors in Business Analytics and Digital Marketing. During her time at UCONN, Courtney was on the Varsity Volleyball Team for 2 years and worked off-campus full-time.
Courtney is passionate about building and maintaining relationships with clients, as well as being an informational resource for any questions or inquiries they may have. When she’s not working with clients, Courtney enjoys playing with her dogs, spending time with friends and family, and working out.
Rachel started with us at the beginning of 2023 as the new Client Service Specialist. She was born and raised in a small town in Wisconsin. After high school Rachel moved to Minneapolis, Minnesota for several years, then headed south to Columbia, South Carolina where she met her now husband. After 6 years in South Carolina, they moved to Florida and spent a year living in Key West. Rachel and her husband have now settled in Gainesville, Georgia to be closer to family, and enjoy spending time on Lake Lanier with friends and their two nieces and nephew.
Rachel is passionate about helping people and looks forward to providing the best possible experience for our clients.
Lewis Walker is a Certified Financial Planner (CFP®) and has been in independent practice as a financial planner and investment adviser since 1976. Recognized as a pioneer in his profession, Lewis achieved his CFP designation in the third class to graduate from The College for Financial Planning in
In January, 2016, Lewis merged his firm, Walker Capital Management, LLC, with the Keen Insight Group to form Capital Insight Group. Capital Insight Group works with clients and client families to tailor a comprehensive financial and life transitions plan designed to get one to the next stage of their life and beyond.
Educational credits include an undergraduate degree from the Georgetown University School of Foreign Service, Washington, D.C., and a M.B.A. from
A recognized speaker, Mr. Walker has appeared on numerous local and nationally aired news shows and financial management programs. Lewis has conducted seminars and workshops on a myriad of financial and investment topics around the
Lewis served as national president of the Institute for Certified Investment Management Consultants (ICIMC) from 1998-1999. As chairman, 1999-2000, Lewis facilitated the merger of the ICIMC into the Investment Management Consultants Association (IMCA).
From 1986-1988, Lewis served as national president and chairman of the Institute of Certified Financial Planners (ICFP), headquartered in
In 2011, Lewis was the winner of the P. Kemp Fain, Jr. Award, the highest award conferred by the Financial Planning Association (FPA). Honored at the 2011 FPA convention in San Diego, California, the award recognizes an individual who has made outstanding contributions to the financial planning profession. The award is presented annually to one member of the FPA.
Lewis currently serves as Vice Chairman of the Board for SFA Holdings, Inc., which in turn owns The Strategic Financial Alliance (SFA), an independent broker/dealer and Registered Investment Advisor headquartered in
Lewis and his wife, Helen, live in Johns Creek, GA. They have two grown children and four grandchildren. His hobby is photography and travel. Lewis has traveled to all seven continents, including
Patricia A. Koehn, CFP is an independent, fee-based advisor that specializes in wealth management, retirement planning, and legacy strategies. As a certified financial planner, Pat has more than 34 years experience serving her clients. She is the co-author of MAKING THE MONEY LAST, Financial Clarity for the Surviving Spouse”, is a financial columnist, frequent speaker, and an alumni of Leadership America. Her mission is to assist her clients attain, perpetuate, and preserve financial independence.
We help build wealth for our clients through prudent investment and tax strategies, using asset allocation, and building a multi-manager/stock portfolio designed specifically to fit your needs and objectives. What distinguishes our program is its personal emphasis. It is built around you-your goals, your time frame, and your tolerance for risk. As your needs change, our ongoing management process ensures that your investment portfolio evolves with you. We are committed to excellence in client service through prompt results-oriented communication. Our long-term relationships are built on a foundation of trust supported by the highest degree of integrity.