A Community of Advisors
Insurance and Retirement Planning Strategist
Jim is an Independent Insurance and Investment Broker. Our Secure Life Benefits Team represents major life insurance carriers, mutual fund, ETF and annuity companies and vendors located throughout the world. He has been in the financial industry for 34 years and has been a Self-Employed Family Business Owner since 1987. With this experience, Jim can relate to all financial challenges faced by business owners and family members.
Jim’s focus and passion has always been about serving individuals and small business owners in the development of strategic plans for retirement, estate planning, insurance and investments. His personal motto is “to serve others” treating all clients “the way that I would like to be treated”. Secure Life Benefits team drives for excellence with compassion provided with a warm personality.
All client’s plans and recommendation are tailored to best fit and match each client’s unique financial goals. Secure Life Benefits is constantly upgrading to the best, latest tools and technology available to assist our clients and team to reach your financial goals to provide the confidence and peace of mind that is so important today.
1983-1985, Murray State University
1986-1987, University of Kentucky
1988, Eastern Kentucky University – B.S. Degree in Insurance and Marketing
National designated “NSSA”, National Social Security Advisor
The American College – Currently preparing for the designation of “Chartered Financial Consultant” (ChFC) and preparing for the Series 65 Investment Advisor Representative (IAR) Exam.
Born: Bowling Green, Kentucky on August 19, 1965
Wife: Ellen B. Pullen, Married February 25, 1989. 32 years. Ellen is the co-owner and business partner of Secure Life Benefits since 2001.
Children: James Milton Pullen II – son, age 28 and Ellis Isabella Pullen McRee – daughter, age 26, married
Hobbies: Golf, Running, Traveling, and Working
Life and Health Insurance Broker
Ellen is known as being a sincere enthusiastic individual who is skilled at developing relationships & effective at inspiring others to accomplish a goal. Community, school, and church leaders describe her as authentic, a principle-centered leader, a charismatic person of integrity, very competent, and loyal.
Milton S. Pullen, Jr.
Property, Casualty, Life and Health Insurance Broker
Milton states that at Secure Life Benefits, “Our aim is to educate and assist clients through an advocacy relationship. Using our collective 75 plus years of experience, we provide comprehensive review, analysis, and tailored planning to optimize your financial transactions and long-term mentoring for your specific needs.”
Aaron was born and raised in Pell City, AL. At age 18, he moved to Baton Rouge, LA to attend Louisiana State University (2009-2013). After graduating, Aaron moved to Lafayette, LA and became an Operations Manager for a small business (2014-2018). Aaron and his fiancé, Blair, met at LSU in 2015 and relocated to Marietta, GA in June of 2018 to begin a new life together. Aaron enjoys nature, hiking, running, tennis and LSU football. Aaron has been in the insurance industry since June of 2018. Throughout that time, he has represented clients in various states, providing them with timely, professional service. Contact him today for a free consultation.
Partner/Independent Insurance Broker
Direct Line: 678-878-7692
Office Line: 770-877-1408
Sharon brought a wealth of knowledge and experience to Secure Life Benefits from the life and health insurance industry. Sharon previously owned and partnered with her spouse (now deceased) for over 30 years operating a very successful independent agency. She has been a licensed independent insurance broker for over 20 years. Sharon has focused her professional energy toward the assessment of her clients’ needs specifically within the individual life insurance space, tailoring plans that solve the financial shortfall whether it be an individual, a family or a business arrangement. With Sharon experiencing what it is like to lose a spouse to an unforeseen pre-mature death, she knows all too well how devastating this loss can affect a family personally and financially. Sharon resides in Woodstock, GA with her new spouse Mark, of five years. In their free time, they enjoy camping, fishing and gardening. As a partner, Sharon looks forward to serving your needs as a team contributor at Secure Life Benefits.
Sharon’s direct line is: 770-624-3017
Jason Knope, CFA, CMT
Jason is partner and owner of Paul Manners Investment Counsel. He is responsible for coordinating the firm’s investment process and is a member of the investment committee. Jason joined the organization in 2002 following five years with SouthTrust Investment Advisors working in Research and Portfolio Management. Jason earned both his Bachelor of Science and a Masters in Finance from Louisiana State University. He received the Chartered Financial Analyst (CFA) designation in 2002 and the Chartered Market Technician designation in 2006.
Jason is married to Christy. They have two boys, Jackson and Holden.
Paul Manners Investment Counsel
Paul Manners Investment Counsel has been in business for 34 years, operating with the highest ethical standards and unimpeachable integrity since 1979. Their career wealth management professionals have an average of 20 years of experience. Our competitive fee structure has remained unchanged for over three decades. Their firm offers investment management services to corporations, pension plans, endowments, foundations, public funds, and high net worth individuals. The organization provides portfolio management, research, and trading functions for our asset management clients.