Jennifer K. Lewis, CFP®     Financial Planner

Jennifer was motivated to change careers in 2006 after settling her father's estate, seeing her mother struggle to care for her grandmother with Alzheimer?s and then her mother having to retire without enough money due to poor health. Jennifer has experience first hand the emotional, physical and financial impacts of a loved one struggling with competing financial goals and obligations.

One of her main goals with each of her clients is to use her skills, knowledge and experience to assist them in having their financial life be as stress free as possible.

She was awarded the CFP® designation by the CFP Board in June, 2010.

    Marjorie K. McRae, CLTC
    Long Term Care Specialist

After a successful career in executive recruiting for financial services organizations, Marjorie decided to transition to insurance sales in 2001. In 2003, she became a fully licensed life, accident and health insurance agent in the state of Georgia and nationally certified in long term care and has been a speaker at the Long Term Care Symposium in Las Vegas, Nevada and been interviewed on local radio where she discussed the importance of long term care insurance and changes in Medicare. She has given seminars to churches, businesses, associations and retirement centers on the importance of long term care planning and insurance.