Who We Are

Rhonda came to financial planning when financial planning was in its infancy as a career. She started her education in journalism because she loves to write. She still writes a great deal as a way to communicate with clients and to explain complex subjects. When she learned that journalism was a very brief way of writing, she knew it wasn’t for her. She then started taking business classes. The first being a finance course. A professor took her under his wing and said there is this career path where you can communicate, educate and use financial mathematics every day…every single day. A blessing to her.

In her personal time, Rhonda enjoys spending time with her husband, Todd, their two children, Scott and Leslie, and her four grandchildren. She loves to travel but is always ready to come home. She bleeds crimson and white, as an avid Alabama Football fan. And the best for her is when she can combine exercise with her children but more often than not….playing with grandchildren. Riding her GO with Bentley, playing pirates with Myers, or just busy loving on her sweet granddaughter Dylan, new grandson Chase and her dog Honey!

Personal Statement:

I know my clients have worked hard to have what they have. They never want to wake up and find out it’s gone, but they also don’t want to go to bed at night wondering if they should have done something today.

Outside of the office, Scott finds joy spending time with his wife, Whitney, and their three children Bentley, Myers, and Dylan. Actively engaged in community initiatives, Scott has held prominent roles such as Executive Committee President for United Way of Lowndes County and board membership. He currently serves on the Advisory Board for the Columbus Lowndes Chamber of Commerce.

Along with his son, Bentley, he is the founder of Little Hands, Big Trucks, an annual kid-friendly event that benefits the United Way of Lowndes County. He is actively involved with the TK Martin Center for Technology and Disability, and the Golden Triangle Autism Center. In an effort to support autism resources and special needs inclusion throughout North Mississippi, Scott and his wife, Whitney founded The Rowdy Foundation in 2020.

Personal Statement:

“Financial Planning is all I’ve really ever known. I can remember sitting at the dinner table as a child, and hearing my mother talk about the markets. From a very young age I learned basic investment principals, and to this day those principals serve as the foundation of my financial planning philosophy. Being able to provide financial and investment advice to the hard-working folks we serve is truly a dream come true. You have worked hard for what you have, and it is my job to make sure that your nest egg is working as hard as you did to build it!”

For Kim, making our clients feel like part of our extended family is a top priority. She firmly believes in putting family first, knowing that everything else naturally falls into place. We wholeheartedly understand that the financial planning process is deeply personal and revolves around individual needs, and Kim embodies this with every interaction.

Felice is a devoted wife and mother of 3 children – sons, Jonathan Jr and Dominic, and daughter, Ryleigh.  They are all very active and always keep her on her toes.  Her husband, Jonathan Sr, is an Airforce Veteran. His military career has had her family traveling all over the world. They have lived on almost all coasts of the US and even in the Middle East. Prior to coming back stateside, they lived in Abu Dhabi for 5 years.  They have had the good fortune to experience many different places, foods, and cultures. Even though relocating time and time again can be cumbersome, She wouldn’t trade those experiences for the world. Felice’s family has been enriched beyond measure by the places they’ve been and love to travel!

As far as work experience prior to Financial Concepts, Felice has always worked in the accounting world. Her background includes being the International Accounts Payable Supervisor for a Fortune 500 company and for a global manufacturing organization as an Accounts Payable Specialist. Prior to joining the Financial Concepts team, she worked as an assistant to the CFO of a private jet company.

Finding a home with the Financial Concepts team she has been proud to be working with like-minded individuals that are just as motivated to assist others as she is. Felice finds purpose in service to others.

Tara finds immense satisfaction in guiding clients toward the realization of their lifelong financial milestones. Outside of her professional endeavors, Tara is a dedicated mother to two remarkable children: her daughter, Lexi, and her son, Myles.

Kristen’s true passion lies in assisting individuals in realizing their financial aspirations. With a strong background in customer service, she enthusiastically applies her exceptional interpersonal skills to cultivate meaningful relationships with each of her valued clients. Kristen’s dedication and expertise make her an invaluable asset to our team and the clients she serves.

Outside of her professional life, you can often find Jeanna and her family enjoying quality time together in the fresh air, nurturing their bond while staying active and healthy.