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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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Jack is a recent graduate of High Point University and is training to become a Certified Financial Planner. In his studies, he focused on economics and finance and received a Bachelor's of Science in Business Entrepreneurship. Jack is...

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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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Evelyn is native of the Seattle area, earning her Bachelor’s degree at the University of Washington. Evelyn worked at FINRA for seven years before taking time off to raise her children. She moved to Georgia in 2013 and joined...

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