Todd followed in his father’s footsteps after graduating from Valdosta State University in 1999 and joining the financial industry shortly after. He spends most of his time growing relationships with our current and potential clients.
Jared graduated from the University of Georgia in 2004 and realized his passion for financial planning. He specializes in the field of financial planning and analysis. Jared enjoys helping people create their own unique strategy for retirement through thinking outside of the box to create a plan based on unique needs.
Greg attended Valdosta State University and graduated in 2008. He focuses on helping people understand and decide what to invest in and what to plan for. Greg believes in selecting investments that fit well within the plan he and his clients create together.
After joining the team in 2017 as an intern and starting full time in 2019, Olivia spends most of her time running marketing activities and planning events for the office. She enjoys using her creative side and people skills to help promote Southern Point.
James became a Certified Public Accountant in August of 1975 and was recognized as the Outstanding CPA in Government and Education in Georgia in 1998. James has an extensive healthcare background having entered the industry in 1982, Promoted to CEO of South Georgia Medical Center in 2000 and retiring in 2011. He retained his CPA license until 2013.
With over 25 years career experience in the financial investment industry, Jo brings experience as well as a unique perspective to the Southern Point team. She focuses on wealth management as well as building and maintaining strong client relationships.