ENGLISH FINANCIAL GROUP - Key Persons


Brian C. English - CEO, President

Job Titles:
  • CEO
  • President
Brian is the President and CEO of the English Financial Group and began his career in financial services in 2004. To better serve his clients Brian has studied and achieved the Chartered Financial Consultant designation and the CASL. The ChFC designation is one of the most comprehensive designations providing the professional with the most advanced education available. The CASLĀ® (Chartered Advisor for Senior LivingĀ®) is specially designed to lead clients from middle-age through retirement by assisting with the management, preservation and transfer of wealth. He earned his Bachelor of Science in Business Administration from Mercer University. His AA in Forest Technology form Abraham Baldwin Agricultural College (ABAC). Before Brian entered the financial industry, the Eagle Scout was an executive with the Boy Scouts of America for 10 years. Brian has been a Rotarian for over 18 years and is a lifetime member of the NRA (National Rifle Association). Brian's passion for serving others is only surpassed by his love for Jesus and his family. His wife Tanya, daughter Elizabeth and son Justin are the apple of his eye.

Jordan Lee

Job Titles:
  • Financial Advisor
Jordan provides full-time EFG financial services. With a Bachelors degree in Business Administration as well as prestigious financial certifications he is equipped to offer individual financial planning effectively and efficiently. SIE, Life Insurance, Series 7 and Series 66, Registered Investment Advisor

Megan Smith - COO

Job Titles:
  • Director of Operations
Megan is a Crawfordville native, graduated from Wakulla High School, and earned a Bachelor's degree from Flagler University in Business Administration. Before joining the team, Megan worked for Talquin Electric Cooperative as a Communications and Outreach Specialist. Megan is very active in several other local organizations as President of the Rotary Club of Wakulla, Vice President of the Big Bend Hospice, Treasurer of the Coastal Optimist Club, Member of the Wakulla County School Board Advisory Committee, Past Campaign Coordinator of the Year for United Way of the Big Bend, and is active with the Wakulla County Chamber of Commerce. In her spare time, she enjoys sending time with her family and friends. Megan's genuine care for others and great attention to detail make her a perfect fit for our practice.