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Mona started her journey in financial planning in 1998, initially overseeing client service requests [...]
Mona is driven by a strong belief in the importance of comprehensive financial planning [...]
Outside of her professional commitments, Mona resides in Alpharetta with her family and actively [...]
Jamie joined in 2014 and focuses on day-to-day administration, process improvements, and manages investment [...]
Jamie believes in providing clarity and confidence to clients in achieving their financial goals. [...]
Outside of work, Jamie enjoys playing tennis and supporting GT Jackets and Clemson Tigers. [...]
