Our Team

The headline on this page says “our team.” But it might as well say “our family.”

At GER Loftin, we’ve been together for quite a while. Our team offers more than 85 years of combined experience in financial planning and investment management.

We’re deeply knowledgeable and disciplined.

And we’re a family. Our clients understand. Probably because we treat them like family. Many of our clients have been with us for 25 years or more.

We specialize in developing custom, personalized financial plans for each individual client. We enjoy educating our clients about personal finance and helping them pursue retirement having focused their other life goals.

Every member of our team understands that the client always comes first.

Bill Collins, EA

Enrolled Agent

After starting his professional career with 4 years in public accounting, Bill has spent the past 20 years serving as CFO or Controller of several privately held companies. Bill is an Enrolled Agent licensed to practice before the...

Cindy Scheffler

Chief Operations Officer

888-556-3846

cscheffler@loftinwealthpartners.com

As Chief Operations Officer at LOFTIN Wealth Partners, Cindy ensures the smooth day-to-day operations of the firm. She oversees client onboarding, supports ongoing client relationships, and manages annual reporting and compliance....

Connor Wilkins

Investment Analyst

888-556-3846

cwilkins@loftinwealthpartners.com

Connor joined the team in May 2024 and serves as an investment analyst, working closely with James and the broader team. Since joining, he has taken on a growing role as a key point of contact for clients, helping them navigate their...

David A. Harvey

Financial Advisor

888-556-3846

Captain David Harvey was brought on-board in February 2020 and he assists James and George with investment research & analysis, and trading strategies at the firm’s trading department. Mr. Harvey began his career with NASA on the...

Derek Rackley

Client Relations Advisor

drackley@loftinwealthpartners.com

After graduating from the University of Minnesota in 1999, Derek's journey has taken him around the globe, both personally and professionally. With an eight-year career in the NFL as a player for the Atlanta Falcons and Seattle...

George E. Rall, Jr.

Emeritus

888-556-3846

George E. Rall, Jr., RFC® partnered with James Loftin, CFP® and together formed GERLOFTIN Wealth Advisors, LLC in 2010. George has over 30 years of experience in the field of personal finance and investments.

Greg Sloan

Chief Financial Officer, CFP®, CEPA®

Greg is a seasoned financial executive and serial entrepreneur who serves as Chief Financial Officer for the firm. He brings decades of experience building, operating, and advising businesses, with a deep understanding of the financial...

James Loftin, CFP®, AIF®

Chief Executive Officer, President

678-994-6448

jdloftin@loftinwealthpartners.com

As the Chief Executive Officer at Loftin Wealth Partners, James Loftin works with individuals, families and business leaders & owners and specializes in wealth accumulation, investment management, asset protection and retirement planning.

Josh Studebaker

Financial Advisor

888-556-3846 ext. 2

404-563-4614

jstudebaker@loftinwealthpartners.com

Josh Studebaker is a Financial Advisor at Loftin Wealth Partners, dedicated to helping individuals, families, and business owners pursue clarity and confidence in their financial lives. He supports clients across comprehensive...

Lori Loftin

Marketing Director

888-556-3846

Lori Loftin is the Marketing Director for Loftin Wealth Partners. She joined the firm in 2012 and oversees our overall marketing plan. She is responsible for our digital and print communications as well as assisting in the planning and...