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.
Charles is a certified public accountant as well as an attorney. He has worked in the financial services industry for over 20 years.
Roslyn comes to Financial Innovations with a diverse and successful experience & background in office management & administration, residential and commercial property title research.
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.
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...
