All it took was one college internship in investment management to confirm that Jean wanted to pursue a career helping clients achieve their financial goals. After college, she dedicated herself to learning the wealth advisor business through hands-on client service roles with Schwab. Upon joining CornerCap, she quickly distinguished herself as a responsive and knowledgeable day to day resource for clients, ensuring that their questions – no matter how simple or complex – receive prompt, thorough responses.
Education
Is a recession coming? We are getting that question a lot now because there are conflicting signals. An article[1] in last week’s Wall Street Journal
You’ve just brought home your bundle of joy – congratulations! Money may not be the first thing on your mind, but as your little one
When you let people know that you’re expecting a baby, the first thing they always say is “Congrats!” This is often followed by, “Will you
At CornerCap, we strive to embody our Life Appreciates philosophy in everything we do, from helping our clients build and preserve wealth to aligning our
While markets are on the rise, it’s easy to forget that drastic drops can happen. But these days, the reality of market downturns is top
As we emerge from the pandemic and navigate its aftermath, including rising inflation, a potentially slowing economy, and volatile markets, it’s helpful to remember how
CornerCap builds a wealth management plan around your story. Through thoughtful discovery and independent discipline, we work to help your assets and life appreciate together.
