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888-556-3846

About Us

Our Firm
Serving You
Since 1998

Our core purpose is to deliver returns for our clients who entrust their assets to our care.

We do this by placing enormous trust in our people – a diverse, talented and creative team – who each take responsibility for their part in making Loftin Wealth Partners the rigorous, disciplined and dynamic company it is.

Our Mission

Our Core Values

Our Approach

What Makes Us Different
You Are not a Client.

You’re Our Partner.

Meet Your Team
Our people are our greatest asset, And we invest heavily in them

Executive Partners

Executive Partners

James Loftin

James Loftin, CFP®, AIF®

Chief Executive Officer, President

678-994-6448

Cindy Scheffler

Cindy Scheffler

Chief Operations Officer

888-556-3846

Derek Rackley

Derek Rackley

Client Relations Advisor

Associates

Staff

Connor Wilkins

Connor Wilkins

Investment Analyst

888-556-3846

Lori Loftin

Lori Loftin

Marketing Director

888-556-3846

Bill Collins, EA

Enrolled Agent

Josh Studebaker

Josh Studebaker

Financial Advisor

888-556-3846 ext. 2

404-563-4614

Staff

George Rall

George E. Rall, Jr.

Emeritus

888-556-3846

David A. Harvey

David A. Harvey

Financial Advisor

888-556-3846

Greg Sloan

Greg Sloan

Chief Financial Officer, CFP®, CEPA®

Bill Collins, EA

Enrolled Agent

Josh Studebaker

Josh Studebaker

Financial Advisor

888-556-3846 ext. 2

404-563-4614

Our Process
Our Four Pillar Proach

At the heart of our firm is a commitment to our Four Pillar Approach—a philosophy that shapes everything we do. The four lines in our logo are more than design; they represent the foundation we use to support each client’s financial journey.

Step 1: Financial Planning

We work with you to build a personalized financial roadmap—a clear “flight plan” to help you pursue your goals. From short-term priorities to long-term dreams, we provide tailored guidance and ongoing support every step of the way.

Step 2: Tactical Investment Management

We actively manage your portfolio to align with your goals and adjust to market conditions. Our strategic, risk-aware approach is designed to capture growth opportunities while preserving what you’ve worked hard to build.

Step 3: Behavioral & Emotional Coaching

Financial decisions aren’t just about numbers—they’re about people. We provide the insight and perspective you need to navigate emotional highs and lows, stay focused on your goals, and make confident, informed choices no matter what the markets are doing.

Step 4: The Science of Cash Flows

We design sustainable income strategies to support your lifestyle in retirement. Our goal is to provide you with a steady, reliable cash flow that offers confidence—and the freedom to enjoy the life you’ve planned.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Resources & Events
Financial Information

Diversification, Patience, and Consistency

Diversification, Patience, and Consistency

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Leaving Your Lasting Legacy

Leaving Your Lasting Legacy

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Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

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Speak with an Financial Professional

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