Our Philosophy
Retirement planning can seem overwhelming, with an overload of information and predictions from so-called experts flooding the media. At JL Perkins Wealth Management, we believe in cutting through this noise to deliver clear, straightforward advice. We don’t claim to predict stock market movements or push products. Instead, we focus on discipline and long-term strategies to get you closer to your goals.
We’re selective about our partnerships, acknowledging that we may not be the right fit for everyone. This transparency sets us apart in our industry. Our clients are hard-working individuals who have diligently saved for retirement. They aspire to a lifestyle supported by their savings without overpaying the IRS.
Our philosophy is simple: Help our clients navigate their financial journey with clarity and simplicity. We aim to ensure their money works for them as they transition into the next phase of their lives, paying only what's due in taxes and no more. We believe in creating order amidst chaos and providing perspective in a world of confusion.
Lee Perkins
CEO and Financial Advisor
Born and raised in Macon, Georgia, Lee takes pride that he doesn’t do business “the Wall Street way”. His focus is on planning for every client of our firm. His goal is to help equip the team to help fulfil the company mission of helping good people make great decisions so they can enjoy an amazing retirement.
He believes that proper planning is crucial for a successful retirement, and he has a passion for helping folks properly plan for the next phase of their lives. He is well respected in the community and has earned the reputation of a problem-solver for his clients. He also helps mentor other independent advisors to help them grow their businesses the right way.
Lee is the host of the Retirement Clarity Podcast and the author of the book- Next Phase- How to Retire in a Year or Less Without Regrets.
He livess in Macon with his wife, Pam, who is a kindergarten teacher at First Presbyterian Day School. They have been married for nearly 23 years and have 2 children, Walker and Channing. In his spare time, he enjoys playing pickleball and golf.
Kat Croker
Client Care Team/ Marketing
Kat recently joined JL Perkins Wealth Management. She works alongside each team member assisting with client services and marketing. Kat has a background in education. She attended the University of West Georgia and graduated with a degree in early childhood education. In her spare time, Kat enjoys working outside of her new home, going to the beach and lake, cooking, and spending time with friends and family.
Tracie Mincey
Client Care Team/ Operations
Tracie joined JL Perkins Wealth Management in 2019. Tracie assists Lee with administrative duties and works in client services. Tracie graduated from Auburn University in 1996 with a B.A. in Business Administration and from Columbus State University in 1997 with a Master of Business Administration. When Tracie is not in the office, she enjoys spending time with her husband and four children.
Keith Dykes
Financial Advisor
Keith joined the JL Perkins Wealth Management team in 2023 as a financial advisor. His background includes being a successful entrepreneur & business owner with additional experience in Tax and Insurance. He graduated from the University of Georgia in 1998 with a BSA in Crop Science. When not at work, Keith enjoys spending time with his wife Lisa and his two daughters Ashlyn and Avery. He spends his spare time golfing, watching UGA football, hiking, traveling, and experiencing different cultures around the world.
Donna Fahey
New Business Team
Donna joined JL Perkins Wealth Management team in 2018. Donna graduated from Georgia College and State University with a BS in business administration. She handles all asset transfers into our firm as well as allocations of those assets. She has over 14 years of experience in the financial services industry. She previously worked for Citigroup/Smith Barney where she obtained her Series 7 Securities License. She enjoys the pleasures of living at Lake Oconee.
Walker Perkins
Paraplanner
Walker has worked as an intern in the past and now has joined the team as a para planner. He works with the advisors on our team to build financial plans and support them in all areas of our planning process. He is learning all aspects of the business and will join our team full-time when he graduates from college. He is a rising junior at Georgia Southern University in Statesboro where he is pursuing a degree in Business Management.