Say Hello to the New Summit Legacy

Our Founder, Gary Bottoms, began what is now Summit Legacy in 1987 to assist high net worth, high income, and business owner clients with sophisticated life and disability insurance needs, along with estate planning solutions.

Over the past year, we have been engaged in a process of growth and development and are thrilled to share exciting news about our focus and our new team members.

What We Do

At Summit Legacy, we are solely focused on assisting our clients with their life, disability and long-term care insurance needs.??

That’s it.

We believe that by focusing on this one area, without the distraction of offering other forms of insurance or wealth management services, we are able to provide the highest level of expertise and service in this area.

When our clients are facing issues that are complex or of critical importance to them, we work with them to find the appropriate solution so that they can meet their goals.? That may include helping construct a well organized succession plan allowing for the efficient transfer of assets or creating a plan to avoid the pitfalls that can emerge when a client dies too soon (or lives too long), or leaves complexity for heirs..

And with our team and a firm succession plan in place, we will be here for the long haul to be there when our clients need us.

Who We Are

We are locally owned with a team consisting of insurance producers who have decades of experience across the financial services industry.? While we are proud Georgians, our reach is truly national, with access to the experts and carefully vetted carriers that can deliver results to our clients.

Here’s a brief look at our team.

Gary Bottoms CLU, ChFC , Founder

Gary began his insurance career immediately upon graduation from the Georgia Institute of Technology, and he has been helping clients to find solutions to their most complex planning and insurance issues since.

Gary holds the Chartered Life Underwriter designation and the Chartered Financial Consultant designation from the American College.? He is a past president of the Atlanta Association of Insurance and Financial Advisors, a past board member of the Atlanta Estate Planning Council, and past president of the North Georgia Estate Planning Council.

As someone who believes strongly in the power of community, Gary stays involved in a number of groups in Marietta and Cobb County, including serving as a Past Chairman of the Cobb Chamber of Commerce, the Cobb Community Foundation, the Cobb Schools Foundation, the WellStar Foundation, and the Center for Family Resources as well as past President of the Rotary Club of Marietta.

Greg Morgan , Senior Director??

Greg has spent his career providing tax advice to high net worth individuals and families.? He spent over four decades at Mauldin & Jenkins, LLC, CPA’s and Advisors, serving as a partner at the firm, including a stint as a Partner-in-Charge of the firm’s Atlanta office.

Like Gary, Greg also served as Chairman of the Cobb Chamber of Commerce.? He is currently on the Board of Trustees of the WellStar Health System, one of the largest health systems in Georgia, currently serving as its Vice Chair.

Stephen Wrenn , Director

Stephen grew up locally in Marietta, GA. Despite getting drafted by the Atlanta Braves following his senior year of high school, Stephen opted to attend the University of Georgia. After 3 years at Georgia, he was drafted again - this time by the Houston Astros. Stephen spent the next 5 seasons traveling the country as he played across various minor league levels, including Triple-A, within both the Houston Astros and Seattle Mariners organizations.

After transitioning from baseball, Stephen embarked on a career in life and disability insurance, ultimately joining Summit Legacy due to his admiration for their character and commitment to excellence. At Summit Legacy, Stephen is dedicated to becoming one of the area’s most trusted advisors, bringing his passion and integrity to each client interaction.

Lori Chastain, Client Experience Manager

Lori is a seasoned professional with over 11 years of invaluable experience at Summit Legacy. Her expertise lies in curating an exceptional client experience, starting from the intricate process of case design, continuing through her management of the underwriting process, and remaining the key point of contact post-implementation.?

She tirelessly ensures seamless and top-notch service both before and after a policy is issued, cementing our commitment to long-term client satisfaction and support.