Sheila ensures our clients receive exceptional client service as well as manages all account adminstration and office management. She will gladly assist you with booking appointments and is the first person you should call if you have any questions about the wealth management process. She will ensure that the appropriate member of our team responds to your query in a prompt, professional manner.
Sheila is a graduate of the University of Georgia and has primarily worked in sales and marketing. She is a Georgia native who has lived in Alpharetta for the past 22 years with her husband, Steve. They have 2 daughters. She loves to work with people and brings enthusiasm and commitment to her role as office manager in handling the day-to-day office duties and client engagement.