Jesse Koorse

We recognize how important financial education is to the veterinary community. Becoming more financially secure not only improves the lives and well-being of you and your family, but also can help improve the lives and well-being of your patients and clients. At VetWorth, we offer fiduciary, fee-only financial planning specifically to veterinarians. From tax planning strategies for relief veterinarians to analyzing disability options for specialty vets to retirement planning scenarios for practice owners, our goal is to positively impact the lives of our clients through collaborative financial planning, including student loan guidance. I made the decision to serve veterinarians after reading a Merck study showing more than half of veterinarians would not recommend the profession to their peers, with low incomes and high student debt being the overwhelming reasons. By working with vets to improve their financial situation, I hope to help reverse this negative perception many vets feel. I am a CERTIFIED FINANCIAL PLANNER™, CERTIFIED Student Loan Professional™, and Enrolled Agent with the IRS. I serve clients virtually across the country and locally south of Atlanta. If you’re interested in having a conversation about how a financial planning relationship may benefit you, please feel free to reach out!

We help Chick-fil-A Operators + Support Center Staff grow wealth to empower purposeful living + giving. Our services include Financial Planning, Investment Management, Tax Prep, and 401(k)/Pensions. Grow your money. Save on taxes. Make work optional. Be generous. Giving you confidence around the following questions: Am I taking the right amount of risk? Do I have the right mix of assets? How much wealth do I need to make work optional? Am I using my income wisely? Helping you be proactive about your future. We will help you define your goals, then manage your resources to meet those goals in order to live well and give generously. We use scientific methods and decades of expert information to help you manage your money. We use concrete, evidence-based research—not a crystal ball or intuition—to give you the best possible outcomes. Our 550+ clients’ portfolios are in internationally diversified, low cost funds. We use index funds, ETFs, mutual funds, and private equity to gain the highest returns possible while managing risk. We don’t try to outsmart or out-time the market. Rather, we focus on long-term, disciplined strategies to meet your goals. It’s not just how much money you make, but also how much you keep that matters. Our emphasis on tax efficiency will help improve your after-tax return. We’ll help you select the right types of accounts, place the right investment in the right account across your household, rebalance, and tax-loss harvest when appropriate. Through charitable planning, we’ll make the most of your giving goals while minimizing your tax burden. We will be proactive about communicating with you, managing your investment portfolio, and prompting you to be disciplined in savings to reach your goals.

Shana Momin is a Financial Advisor at Merrill in Peachtree City, GA, specializing in personalized financial strategies for affluent individuals and business owners. Since entering the financial services industry in 2015 and joining Merrill in 2022, she has focused on helping clients prioritize and organize their short-, mid-, and long-term goals as Essential, Important, and Aspirational. This approach enables her to design tailored financial roadmaps aligned with clients’ needs. She also utilizes Bank of America resources to support clients with home financing, credit, and business banking. Shana holds the Accredited Wealth Management Advisor™ (AWMA™) and Chartered Retirement Planning Counselor™ (CRPC™) designations, both awarded by Kaplan School of Financial Planning. Additionally, she is a Personal Investment Advisor (PIA). Her work is guided by a collaborative philosophy that emphasizes understanding clients’ priorities beyond markets and returns, focusing on creating plans that reflect their family, goals, and aspirations. Outside of her professional role, Shana has interests in cooking, interior decorating, painting, reading, sewing, traveling, and yoga.