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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 
Laura K. Schilling, J.D., CPA, CFP™, Certified Senior Advisor (CSA®), Certified Financial Fiduciary (CFF®), is principal and founder of Financial Innovations, LLC. She is licensed to practice law in Georgia and Florida....

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Charles is a certified public accountant as well as an attorney. He has worked in the financial services industry for over 20 years.

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Roslyn comes to Financial Innovations with a diverse and successful experience & background in office management & administration, residential and commercial property title research.

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Cathy Ligato

Executive Administrative Assistant

404-458-0065

404-393-3063

Cathy left Florida to join her daughter in ATL. Florida's loss is our gain. Cathy is an amazing addition to our team and we know you will love working with her.

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Chris Hanna graduated Cum Laude from Tulane University in 2016 after studying Finance and Management, receiving a Bachelor of Science in Management. Since graduation, he has completed the rigorous two year Finance Development Program...

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Cindy Wilson

Executive Administrative Assistant

404-458-0065

404-393-3063

Cindy is an Emory Graduate. She has years of experience in wealth management and has worked in the compliance area as well. She is an amazing addition to our team.

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