Simplified Financial Advice.

Meet Virginia


As the Client Experience Manager, Virginia knows each client firsthand, arranging their appointments and greeting them in the office. She also organizes retirement planning courses, client events and marketing including the website, social media, and informational emails.

She has a BA in English from Sewanee: The University of the South. Virginia’s prior positions include serving as the executive director for MIT Enterprise Forum of Atlanta, Children’s Healthcare of Atlanta and the Atlanta Paralympic Organizing Committee. A 20-year career in non-profit equipped her well to work with others.

She and her husband are active at church and have two daughters who live in Birmingham, AL and Winston-Salem, NC. Virginia loves exercising, audiobooks and filling her freezer with homemade soup.