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....
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.
Cecelyn has experience in legal and business office management, public speaking, and team leadership programs. She earned a Master of Science in Human Services Administration from Saint Leo University in 2020. She is a vibrant addition...
Rachelle Schaffer
Executive Administrative Assistant
Rachelle is a University of Georgia graduate originally from Birmingham, AL. She comes to Financial Innovations with experience from the sales, recruitment, and hospitality industries. At her previous companies, she successfully...
