Our advisors

Julie Betoni

Julie Betoni

Financial Advisor

President
Learn more about Julie Betoni Visit Julie Betoni's website

Our team

Karen Rinehart

Karen Rinehart

Business Development Director,

Financial Planning Analyst

Personal Intro

I create ‘aha’ moments with numbers. I do the heavy lifting -compiling data, completing calculations, and stress-testing strategies. I help you see what’s possible in what you already have and what you are capable of building. I help you see your existing resources in fresh new ways, define your options, and structure action plans that put you in control. I help make your money work for you, not the other way around.

Qualifications

  • CFP® Professional
  • Over 20 years experience as a financial planner and financial advisor
  • CFP® course instructor for other financial advisors
  • Achieved Managing Associate role in 7 years while with Henssler Financial in GA, overseeing all financial planning activities of other advisors

Roles & Responsibilities

  • Assist clients with collecting, researching and compiling information
  • Creating scenarios based on risks clients expect to face or hope to avoid
  • Complete tax, financial, compensation, benefit and related calculations on which to base recommendations for change
  • Review client employer benefits and compensation structures for recommendations on elections and changes
  • Help clients keep on track with financial plan action items with reminders, accountability and updates on completed items
  • Provide regular updates on client action item status and plan progress
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