As a Planning Associate, Sallie supports the advisory team in a variety of client service and planning activities. Responsibilities include preparing for client meetings, assisting with the onboarding of new assets, drafting Investment Policy Statements, and maintaining communication with clients and their professional contacts.
Sallie participates in client meetings and assists with documenting and coordinating follow-up items. Additional responsibilities include contributing to the development of financial plans, gathering information from clients, and monitoring planning strategies and tax law developments relevant to client needs. Working alongside the client service team, she manages multiple projects and administrative tasks within a fast-paced environment, applying organizational skills and attention to detail to support ongoing client and team initiatives.
When you’re not working you’re…?
I’m with my family. We live in an old log cabin with seemingly endless chores and potential renovations. I’m also working on a masters in accounting through UNC Kenan-Flagler Business School.
How do you do good in your community?
I always find a way to give back. I’ve mentored young adults through my church, built houses with Habitat for Humanity, and led the board of directors when our kids were in preschool.
Where did you grow up? Where do you live now?
I’m a Carolina girl. I grew up near Grandfather Mountain in Valle Crucis, North Carolina. I lived in Sewanee, TN while I pursued my undergraduate degree and again with our family while my husband attended seminary. There’s something about the Blue Ridge Mountains that take my breath away. Now I live in the foothills of Tryon, near Asheville and Greenville, where my husband grew up.
How do you caffeinate?
Green tea and dark chocolate!
University of the South, Sewanee
BA, Micro Finance and International Development
