Who We Are
Originally from Knoxville, Katie earned her Bachelors and Masters in Education from the University of Tennessee. Katie is a former teacher, and her love for teaching and helping others has translated into her love for helping clients.
A Cobb County native, Jason is a graduate of the University of Georgia, where he majored in Finance. He's a Certified Financial Planner® - a skill that he integrates with a client's lending and mortgage goals. Jason has been a banker for over 20 years and also serves on the Marietta City Schools Board of Education.