ABOUT SUPERIOR BUSINESS MANAGEMENT
Superior Business Management, Inc. is a boutique business management firm based in Atlanta, GA. SBM has put together resources and solutions to create tremendous value for each and every client we represent. We fill the role of Personal CFO for our clients and offer concierge-style services to meet and exceed specific needs and requests. SBM has innovative solutions to advise and consult individuals, families, athletes, entertainers, writers, actors, entrepreneurs and business owners.
Based on trust, respectability, and track record, SBM has assembled a network of strategic partners and alliances that work very closely with our clients in certain areas. Those services cover such industries as: investment management, tax and auditing services, insurance services, real estate needs, legal representation, and many more. We are not sports agents, investment managers, or insurance agents. We are business managers who help our clients with personal and business requests and responsibilities on a daily basis.
The company name, Superior, originated from Kris’s everlasting affection towards his birthplace in Superior, Wisconsin. Even though he didn’t live there long, life in the small town was still full of great memories of his grandparents, his large extended family, many whom still live there, and the numerous sunny (and snowy) days on the beaches of Lake Superior. Visiting Superior nowadays with his family brings a much-needed calmness and relaxation to a world which is always moving and changing. We try to pass on those feelings to our clients each day by the way we approach them with confidence and reassurance.
In addition to the personal significance of the twin-port city, the name Superior, itself, is synonymous with quality and prestige – both attributes we strive for on a daily basis as a team and company. We want our clients to have a feeling of calmness and relaxation when they know we are working for them day in and day out. We also want them to be proud of being a Superior client and have the confidence their work is being handled at the highest quality possible. Hence, the name Superior!
PEACE OF MIND
Our mission at Superior Business Management is to offer customized business management services, as well as lifestyle and financial management services and solutions. These comprehensive services were chosen to address the most time consuming and complex financial responsibilities a client might encounter in his or her daily life. We provide these services for a diverse clientele, which are looking for professional assistance with their short and long-term financial needs and requests. Many successful people that achieve a high-level of success don’t have the time, energy, or extensive knowledge, to effectively manage their own personal financial situation.
Not everyone went to school to become a financial expert or accountant. Because of this, certain people are susceptible to being taken advantage of by bad business associates, making poor personal/business decisions, or the mismanagement of money and savings. We effectively bridge those gaps, essentially doing what needs to be done to make sure each client’s best interests are protected with transparent, quality, professional work. SBM clients can continue to perform at a high level in his or her chosen field and have a peace of mind things are getting done.
It is our goal to make our clients financial well-being a positive and rewarding experience – for a lifetime. At SBM, we want to alleviate all the financial burdens and responsibilities put upon a client so they are not as physically and emotionally distracted. By doing so, our clients are able to dedicate more time and energy towards their chosen profession they excel at. We understand time is a rare commodity for the type of clients we work with. We strive to free up our clients time by surrounding them with a high quality, well-respected team of representation and services providers. The ultimate goal is to achieve an overall successful financial life plan, so we can “lighten the load” and every client can perform above their expectations.
Kris Benson (Founder & CEO)
On January 7, 2014 Kris opened Superior Business Management, a full-service family office based out of Atlanta, Georgia. Kris brings an invaluable perspective to the industry, in that he was a business management client himself for 15 years – giving him a great understanding of his clients unique lifestyles and priorities.
Prior to opening SBM, in 2011, Kris became Managing Director of Monarch Business and Wealth Management, a family office firm based out of New York City. During his time with Monarch, Kris’s responsibilities included business development, client management and relations, and day-to-day financial and lifestyle management of his client base.
Before his second career took shape, Kris was best known for his career on the baseball field. He won many awards while pitching at Clemson University. He was awarded College Baseball’s Player of the Year, ACC Male Athlete of the Year, and the Dick Howser Trophy for his performance, character, leadership, and courage. Soon after leaving Clemson, he donned the red, white and blue, and represented Team USA in the 1996 Olympics in his hometown of Atlanta, GA – winning bronze. Kris was the number one overall pick in the 1996 Major League Baseball amateur draft. He made his major league debut on April 9, 1999. Kris went on to spend 13 professional seasons with the Pittsburgh Pirates, New York Mets, Baltimore Orioles, Philadelphia Phillies, Texas Rangers and Arizona Diamondbacks.
While with the Pittsburgh Pirates, Kris received the Roberto Clemente Award, the Thurman Munson Award as well as the Joan Payson Humanitarian Award for continual community and overall philanthropic work while as a member of the New York Mets. In 2001 Benson’s Battalion was founded in the wake of 9/11 and help raise emergency funds for victims and their communities. Kris currently sits on the ONE Clemson board at Clemson University.
Kris is the oldest of four siblings and is the father to three wonderful children — PJ, Haylee, and Devin.
Tony Smalls, CPA, CGMA
Anthony (Tony) Smalls, III, joined Superior in 2016 as Chief Operating Officer and Managing Director. Tony began his professional accounting career in the Atlanta office of Deloitte & Touche LLP. During his six years at Deloitte, he served clients in the Audit practice and worked as a Senior Consultant in the Management Solutions & Services practice. Tony has over 23 years of accounting, finance, tax strategy, financial planning and analysis, financial reporting, and contract/deal negotiation experience.
Since 2000, Tony has gained extensive expertise serving in Business Operations Manager, Business Manager, Chief Financial Officer, and Chief Executive Officer roles for business entities, from start-ups to Fortune 100 companies, and high net-worth individuals in sports and entertainment industry. His experience includes seeking, structuring, negotiating, and evaluating investment opportunities and joint venture deals. He has also worked with due diligence legal teams on prospective company investments which include Television Production, Medical Practices, Live Tours, Real Estate Development, Construction, Restaurant Holdings, and Not-for-Profits. Tony’s previous roles also included creating and managing wealth strategies, managing and leading the personal and business interest of individuals in the sports, fashion, music, and film industries.
Tony is a Certified Public Accountant (CPA), Chartered Global Management Accountant (CGMA), a summa cum laude graduate of Morehouse College earning a Bachelor of Arts degree in Business Administration with a concentration in Accounting, a member of Phi Beta Kappa Honor Society, and a member of the American Institute of Certified Public Accountants. He has written questions for the national CPA exam. Tony serves on the Board of Directors for Youth V.I.B.E., Inc., which is a nonprofit organization dedicated to educating and mentoring youth and preparing high school students to be successful leaders in business and industry.
Tony resides in Lake Spivey, GA with his wife and two sons, the oldest attending
Gary Clayton, CPA
Gary Clayton graduated from Presbyterian College in 1975 with a BS in Business Administration. He passed the CPA exam in 1978 and was a partner in Clayton Paulk and Associates until he formed and owned Micro/Net Solutions, Inc. from 1995 until 2009. After this venture, Gary returned to the accounting field, and over the years, has served as a “Part-time CFO” for numerous companies including Superior Business Management, LLC – beginning in 2015.
Gary is at his best when helping Entrepreneurs, Business Owners, and Executives quickly understand their financial position and guide them through key areas for future growth. His ideal clients are those who do not have the means for a full-time CFO but know they need to address key areas that include: minimizing tax obligations, hiring new employees, improving cash flow, and maintaining profitability while maintaining a watchful eye on risk management. He serves business owners who need guidance in areas of finance and business operation, who may also lack a formalized infrastructure and future growth plan.
Gary currently resides with his wife in Snellville, GA. They are very involved at Cannon United Methodist Church, where Gary teaches weekly bible study.
Melany Diaz, EA
Melany Diaz has served clients for over twenty years in public accounting firms and is licensed by the Internal Revenue Service as an Enrolled Agent. Before joining the Superior team,
she worked at a top-30 national CPA firm for ten years where she specialized in business management for high net worth individuals and music entertainment clients, as well as tax planning and compliance for entrepreneurial businesses and their owners.
Melany is dedicated to building long-term relationships. She focuses on the financial and business management needs and goals of clients and, with an in-depth understanding of their activities, quickly becomes a valued advisor and resource. Melany is a problem solver and communicates complex issues in easy to understand terms while guiding clients to practical solutions for business success and financial growth.
Melany currently lives in Lawrenceville, GA with her husband and enjoys spending time with her two daughters and three granddaughters.
Ken Lopez has been in public accounting since 1975. He has also served as a business manager, CFO, and executive director for medium to large size radiology groups. Besides assisting in the day-to-day affairs and data entry process, Ken brings decades of experience in tax planning and strategizing. His very detailed approach to numbers and reporting are extremely beneficial to our clients, and allow an up-to-date all-access view of every account he works on.
In addition, Ken is a musician, and has written, produced, and recorded original music with a rock band.
Ken currently resides in Longview, WA and is a tremendous asset for our west coast clients and work efficiency.
Yesenia Prieto, better known as Yesi, graduated from Florida International University in 2012 with a B.A. in Accounting and Masters of Science in Finance in 2016. She is currently pursuing her CPA license. Prior to joining Superior she worked as a Tax Associate for PricewaterhouseCoopers, LLP.
Yesi has been recognized for her quality work, going above and beyond, and making a difference wherever she goes. She believes trust and communication are the key to lasting relationships. Yesi has over seven years of experience in accounting — working for a variety of industries including manufacturing, retail, and law firm services. She is results-driven and her goal is
to help make things simple for our clients, so that they can focus on business growth and value added work.
She currently lives in Atlanta, GA with her sister and their dog Lola. In her spare time, she enjoys going on hikes and is part of the Big Brother Big Sister community.
Kevin Lach graduated from Georgia State University in 2011 with a B.A. in Accounting and Masters of Business Administration with a focus in Leadership from Adams State University in 2019. He has previously worked as an Audit Senior specializing in Financial Statement and ERISA Audits.
Kevin is a dedicated accounting professional with diverse experience throughout multiple industries and capacities. He is deadline driven with outstanding organizational skills. Effective at prioritizing and executing tasks. His proficiency extends to researching, assimilating, and analyzing varied data. He is an articulate communicator with a strong ability to work independently or in a team setting.