Sheila works closely with the financial planners in all areas of the planning process. Her responsibilities include organizing client data and creating the reports and assumptions used in the financial analyses. She is responsible for financial plan updates and retainer services as well as training staff members in these areas.

She joined the firm in 1996 after earning a BA in Management Information Systems from the University of Memphis and working with a local CPA firm for seven years. She received her Financial Paraplanner Qualified Professional™ (FPQP™) designation in 1998.

Sheila is an avid reader and enjoys playing bridge, doing crossword puzzles, and spending time with her three children and eight grandchildren. She is thrilled to have her first great-grandchild and hopes to have many more.