I’m a CFP® professional and fee-only financial planner dedicated to helping optometrists navigate the unique financial decisions they face, from student loans to practice transitions to long-term investing. I take an education-first approach so clients can feel confident in every step of their financial life. I also work with a small number of clients locally in southeast Georgia. I'm here to do more than manage your finances. I'm here to empower you and guide you through every financial decision with the wisdom of personal experience and the precision of professional expertise. My commitment is to not only anticipate the financial hurdles and opportunities unique to optometry but to navigate them alongside you, ensuring that each step you take is informed, confident, and aligned with your personal and professional goals.

Carmin Allen is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2021. Allen has prior experience at Pineland Bank, where he also serves as Corporate Secretary, and has held roles in banking, staffing, apparel, and academia. LPL Financial provides advisory and brokerage services to a diverse clientele, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities.

Maranda Lee is a financial advisor with LPL Financial in Alma, GA, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has worked at LPL Financial since 2011 and currently serves with Pineland Investment Services, Inc. Lee is also the Retirement Benefits Director at Pineland Bank. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.