Our Team is Dedicated to Helping Our Clients Reel in their Retirement Goals

We pride ourselves on really getting to know and understand our clients so we can help guide them toward a more confident financial future. By offering a suite of services designed to work together and evolve as life needs change, we can help you with your finances no matter what stage of life you are in.

D. David (Davey) Bales Jr. attended Georgia State University. After college, Davey worked for State Farm Insurance as a life, health, & financial specialist. Davey left State Farm and accepted a position with the Fellowship of Christian Athletes (FCA) as area director for Forsyth and Dawson counties.

While on staff with FCA, Davey successfully opened FCA chapters in middle and high schools all over his area. Davey eventually went on to become an Atlanta area director, helping to expand FCA throughout metro Atlanta. Davey then went on to open Bales Financial Group to help individuals and families realize their retirement income goals.

Davey, his wife Amy and their three children reside in Cumming. They are members of Browns Bridge Community Church.

Mark Anglin has had a passion for serving others his entire life. Mark proudly served his country as a member of the United States Army where he began to hone his leadership and servant skills. Building upon his desire to lead and serve, Mark earned a BS Degree in Integrated Leadership Studies at Central Michigan University.

Over the past 12 years Mark developed a passion for coaching youth basketball in the Dawson and Forsyth communities. Witnessing the positive changes in so many young athletes, Mark felt led to start a career in which he could help people protect their physical and retirement income assets through the platform provided by insurance.

Mark lives in Dawsonville with his wife Briana and their three children; Ty, Taylor, and Madison. He is an avid bass tournament fisherman, loves deer hunting, and especially loves to watch his kids compete in sporting events.

Leigh Ann Mienert is a native of Georgia. She graduated Cum Laude from Berry College with a Bachelor of Science degree in Political Science and received her MEd in Middle Grade Education from Kennesaw State University. 

As a former Forsyth County educator, Leigh Ann understands the demands placed upon educators and is passionate about helping them prepare for their retirement, so they can focus on their students and their academic futures. Leigh Ann enjoys being in the schools and getting to know her clients one on one and creating long range plans that will assist educators with their income needs when they retire.

Leigh Ann resides in Cumming with her husband Ron and their two children Addison and Aidan.

Julie Cooper is a Georgia native and came to Bales Financial Group from the apartment and real estate industry where she spent 20 years traveling the US working with corporate developers and management companies to help increase occupancies. Julie brings to Bales Financial Group a professional background for client services and management. She enjoys the daily client interactions and helping existing and new clients with their financial needs.

Julie resides in Cumming with her husband, Scott, and two daughters, Katie and Sally Frances. She spends her time attending softball tournaments and piano lessons. Julie also enjoys cooking for family and friends, reading and activities that include her family. She attended The University of Georgia and graduated from West Georgia College with a degree in Criminal Justice.

Paige is a native of Cumming, Georgia. She graduated from Brenau University with a degree in corporate communications and a minor in business. She worked in the banking industry in Atlanta for five years helping her clients with mortgage and financial needs. Paige and her husband, Brian, moved to Richmond Hill Georgia in 2007 where they opened a construction company.

Paige started with Bales Financial Group in 2018 helping educators in Bryan County with their retirement needs. She is blessed with three girls Annabale, Emma Grace and Mary Davis.

Cory Toole is a native of Cumming, Georgia. He graduated from Southeastern University in 2019. Cory brings to Bales Financial Group a background in leadership, and human relations. He is passionate about helping people achieve their financial goals. 

Cory resides in Dawsonville, GA with his wife Kendall. They are members of Christ Community Church. Cory also enjoys fishing, hunting, and a variety of sports.