Judy serves as our Client Services Representative and a Financial Paraplanner. She also helps oversee the management of our office. In these roles, she takes care of all our client’s account requests, oversees the Trustee duties, and assists with managing the office. Judy joined the firm in 1999 with 15 years of experience in the banking industry. She has a degree in Business Administration from Strayer University and three professional designations; the Financial Paraplanner Qualified Professional (FPQP), Certified Administrative Professional (CAP) and the Organizational Management (OM) designation. She is a member of the International Association of Administrative Professionals and serves as an Elder for her church. In her spare time, she enjoys music, reading, dinner parties, and making memories with family and friends.

Contact me at jbcarmichael@whcfa.com