Caroline McHam, M.S.
Financial Planning Analyst
Caroline serves as a Financial Planning Analyst at our firm and is mainly in charge of special projects at our firm such as software management, monitoring IRA contributions and Required Minimum Distributions, and managing client vaults. She has served as a Financial Service Provider at the ASPIRE Clinic, UGA’s pro-bono financial counseling clinic. Caroline has been with the firm since September 2017 and has enjoyed getting to know and serve our clients along with the rest of our team.
Getting to serve clients in such a tangible and practical way is Caroline’s favorite thing about financial planning. She is excited about the growth of the profession and can’t wait to see what the future holds for the industry.
Caroline graduated with High Honors from the University of Georgia with a degree in Consumer Economics (Magna Cum Laude) as well as with a Master of Science in Financial Planning. She is originally from Marietta, GA and loves hiking, swimming, and Georgia football. Go Dawgs!
Activities. Affiliations. Accolades.
• National Association of Personal Financial Advisors, Member
• (706) 548-1025
Education + Credentials
University of Georgia
Master of Science - Financial Planning
Bachelor of Science - Consumer Economics