The Centurion Advisory Group teaches five basic principles of handling cash flow. On this episode of “Stewarding Family Wealth“, Randy Brunson, Sandy Leroux and Stephanie Sandridge discuss the first basic principle of tracking your expenses so you spend less than you make.
Randy Brunson/Centurion Advisory Group
Randy Brunson is the founding shareholder of Centurion Advisory Group. Randy has invested most of his forty-year career in financial services. He spent several years on the institutional side and had the opportunity to start a successful financial planning firm in 1991. Centurion Advisory Group serves individual and corporate clients, both in Georgia and throughout the country, offering personal and business financial planning, retirement plan design and management, and investment management services.
Randy studied engineering and marketing at UT Chattanooga. Randy currently holds the Accredited Investment Fiduciary (AIF®) and CKA designation and makes it a priority to stay on top of his knowledge in the financial industry through continuing professional educational opportunities and reading. In addition, Randy has completed studies in qualified plan design, estate planning and business transition planning and he enjoys speaking and writing regularly on these topics.
Sandy LeRoux/Centurion Advisory Group
Sandy LeRoux, has been with Centurion Advisory Group since early 2015. She serves as co-advisor and team lead and has primary responsibility for a number of client relationships. Sandy is a skilled and dedicated Financial Planner with more than 20 years’ experience in the executive level of business and finance. For 15 years, she served as Controller and Human Resources Administrator for LeRoux Entertainment, a multimillion-dollar company with over 250 employees in six states.
Following her desire to serve the broader community, Sandy served as the Executive Assistant to the lead pastor of The Bridge Church. During her time there, she especially enjoyed developing strategic pathways and action plans based on the priorities, vision, and initiatives of the pastor and congregation. Sandy also worked at the executive level of First Covenant Bank in Roswell, GA. Her talents in the financial and faith-based organizations are what led her to Centurion Advisory Group.
Sandy received her Bachelor’s Degree in Finance with a Minor in Accounting from UGA and her MBA in Corporate Finance from Georgia State University. Currently, Sandy is working towards her Certified Financial Planner (CFP) designation.
Stephanie Sandridge/Centurion Advisory Group
Stephanie Sandridge has been with Centurion Advisory Group since the fall of 2017. She is Operations Manager and has responsibility for Compliance, HR, Legal, and workflow processes. Stephanie is a committed business professional with a versatile skill set and 20 years’ experience in professional office environments. As Operations Manager of Centurion Advisory Group, she emphasizes strong organizational, communication, and relationship-building expertise and has an acute ability to relate to clients and colleagues effortlessly.
Stephanie has an operational background in the non-profit and medical fields with a specific focus on practical and efficient procedures, workflows, and compliance. Her interpersonal skills allow her to lead and influence easily. Working at Centurion Advisory Group enables Stephanie to live out her passion for making a positive impact in the lives of others.
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