Mark Busby, CFP®, LUTCF®Insurance AgentOffice: 706-510-3357
CERTIFIED FINANCIAL PLANNER™ Professional
Insurance Agent, Registered Representative, Southern Financial Consultants
Mark Busby received his Bachelor of Science Degree, with a concentration in Computer Science, in May 1992, from Berry College. He later received his Master of Science Degree from Georgia State University in December 1997.
Mark has over 20 years experience in the Tax Industry having begun his career as a programmer for Universal Tax Systems in 1991. He moved on to become the director of IT and later TaxWise development manager. In June of 2001 he became Director of IT for the City of Rome, Georgia. Later in January of 2004 he became CTO of eTax, Inc.
The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
Mark currently holds General Securities (Series 7) and NASAA Uniform Investment Adviser Law (Series 66) registrations with FINRA in the states of Georgia, Alabama, and Tennessee.
Additionally, he holds Georgia, Alabam, and Tennesse Insurance Producers Licenses for Life, Accident and Health Insurance, Property & Causality Insurance, Long Term Care, and Variable Annuity products.
In September of 2009, he and Jeff Barnette started Big Tax, Inc. They later purchased Mills Bookkeeping and Tax in Rome, GA and Precise Bookkeeping and Tax of Taylorsville, GA. In 2013 Big Tax, Inc. acquired the assets of Ace Insurers and Express Tax Refund of Rome.
In the spring of 2014, Big Tax, Inc. was renamed to Coosa Valley Financial Group, Inc. All offices now offer Accounting, Bookkeeping, Payroll, Tax services, and Property and Casualty Insurance. All services are now offered under one corporate name.
Registered Representative of and securities offered through Signator Investors, Inc. Member FINRA/SIPC. 10500 N.E. 8th Street, Suite 720, Bellevue, WA 98004, 800-469-7667. Southern Financial Consultants, Inc. and Signator Investors, Inc. are unaffiliated.
Coosa Valley Financial Group, Mills & Associates, Ace Total Solutions, Ace Insurers, Express Tax Refund of Rome, or Precise Bookkeeping and Tax are not registered broker/dealers or independent investment advisory firms.
CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 75,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net.
Cindy BarnetteInsurance AgentOffice: 706-510-3357
Cindy is a licensed property, casualty, and life agent for Coosa Valley Financial Group. She began her insurance career with American National Insurance Company in 2013 and then became an agent for Coosa Valley Financial Group in 2014. She offers both personal and business insurance. Previously, Cindy has worked in the Account Management Department at Universal Tax Systems from 2003 to 2007. She then worked for the Floyd County School System from 2007 to 2013.
Cindy grew up in Powder Springs, GA where she graduated from McEachern High School. She then attended college at ABAC in Tifton, GA and then moved to Rome in 1996. She currently resides with her two children Belle and Ezra. When she is not working, Cindy enjoys spending time with her children and watching their activities, playing tennis, and running.
Gary BusbyAgency Manager, Insurance AgentOffice: 706-510-3357
Gary Busby is a native Roman, having graduated from Coosa High School. Gary is a veteran of the United States Air Force, where he was an Electronic Communications Maintenance Specialist for the Airborne Command Post stationed out of Omaha Nebraska. Gary then owned Reliable Cash Registers in Rome for over 17 years, selling and servicing cash registers and computer equipment all over northwest Georgia. Gary began working for Coosa Valley Financial Group in September of 2015. Gary is the manager of the 421 East 2nd Avenue location and he is a licensed Property and Casualty Insurance agent. Gary's experience as a small business owner, expertise in the information technology field, and commitment to excellence in customer service make him an asset to Coosa Valley Financial Group. Gary has two daughters, Madeline who is also in the United States Air Force and Kelsey who is studying to be a Medical Sonographer. In his spare time, Gary enjoys working on cars and fishing.
Donna SingletonExecutive Vice President of Taxes and AccountingOffice: 706-510-3357
Donna Singleton serves as the Executive Vice President of Taxes and Accounting for Coosa Valley Financial Group. She has over 24 years of experience in the accounting and tax preparation field and is a Registered Tax Preparer. She began her career in 1992, working as the accountant and office manager with her mother, Frances Mills, who owned Mills Accounting and Tax Services, Inc. She began working for Coosa Valley Financial Group when Mills Accounting and Tax Services was acquired. Donna takes many continuing education courses in taxes and accounting in order to stay current in the field. Donna was born in Floyd County and grew up in Armuchee. She has two adult children and one grandson and resides in Rockmart. Donna likes family activities, traveling, and reading.
Kara AlexanderTax Preparation and AccountingOffice: 770-629-8728
firstname.lastname@example.org South Erwin St.Get Directions >>
Cartersville GA 30120
Kara is a licensed property and casualty insurance agent, and she has worked as a tax preparer and in the accounting department for Coosa Valley Financial Group since January 2014. Kara is from Rome, Georgia and currently resides in Dallas, Georgia. She earned her Bachelor of Business Administration from the University of Georgia. Kara worked at SunTrust Bank in Rome and in Athens. Kara was the Director of Support Operations for an insurance company in Birmingham, Alabama. For over twenty years, she was a full-time homemaker, raising and homeschooling her three children. Kara and her husband Randy have two adult daughters, Sarah Grace and Hannah, and a son, Nathan. When she is not at work, Kara enjoys spending time with her family and friends, church activities, sewing, and reading.