Judy serves as our Senior Executive Assistant and Financial Planning Assistant. In these roles, she assists with client services, office management, and the financial planning process. Judy joined the firm in 1999 with 15 prior 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 an active member of her church and enjoys music, travel, and photographing memories of family and friends.

Contact me at jbcarmichael@whcfa.com