Meet Our People

Stephen Crook

Founding Principal

770-422-1303

Prior to founding Executive Planning Services, Steve served as Head of the Executive Benefits and Estate Planning Practice for Marsh Financial in Atlanta. He developed extensive experience in the areas of deferred compensation funding, key person arrangements, buy-sell agreements, and other corporate owned life insurance programs. With this background he presents seminars for attorneys, CPAs, insurance industry leaders, and the general public on a range of decision issues.

Steve earned his BS in economics from the University of Georgia. His professional affiliations include membership in The National and Atlanta Life Underwriters Association, Society of Financial Services Professionals and Association for Advanced Life Underwriting (AALU). He serves on the Advisory Board of Pacific Life and has consistently earned membership in Million Dollar Round Table (MDRT), Top of the Table, and Court of the Table. He and his wife Aandrea have three children and reside in Kennesaw.


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