As our principal planner, Rhonda works to ensure that each client is on a path to achieving his or her personal life and financial goals through conservative strategies. Having served as a financial planner since 1984, she has helped hundreds of families with their goals and objectives.
A Certified Financial Planner® (CFP®) and Certified Fund Specialist® (CFS®), Rhonda is a member of the Financial Planning Association, the American Funds Advisory Council, and National Planning Corporation's Pinnacle Progam. She holds a Bachelor's degree in Business Administration with a focus in Managerial Finance from the University of Mississippi, and she holds FINRA Series 7, 63 and 24 licenses, as well as insurance licenses.
In her personal time, Rhonda enjoys spending time with her husband, Todd, their two children, and two grandchildren. Rhonda is an avid runner and biker. On early mornings you can find her out and about throughout town running or riding her bike.
“I became a financial planner to help people reach their financial goals and objectives through conservative strategies. I know my clients have worked hard to have what they have. My goal is to not only protect assets, but also to help them go to bed at night without wondering if they should have done something different with their money."