Stephanie Jackson – Operations Manager
Stephanie is responsible for opening and servicing client accounts. Her 14 years of knowledge in the financial industry, as well as her excellent administrative skills, are an asset to McCormack Financial Planning. Through her skills and care you will feel confident that all details are being followed through and all service requirements met.
Stephanie earned a Bachelor of Business from Kennesaw State University and holds an MBA from LSU. She is Series 7 licensed, adding to her industry knowledge. When she is not at the office, she enjoys traveling and spending time with her husband, Kevin, and her two daughters, Mia and Kyah.
Joy Lancis – Client Service Specialist
Joy comes to McCormack Financial Planning, Inc. looking for a place where she could fully engage, not only her mind but her heart in service to clients. Joy’s career in banking and her strong background in the financial services industry, along with her service ethic are an asset to the McCormack Team. Her previous experience spanning from New York to Georgia covering risk management, lending, and client needs makes Joy a welcome addition at McCormack Financial Planning, Inc.
Joy lives in Cumming, Georgia with her husband, Cesar and enjoys working out as well as visiting family back in her hometown, New York.
Jeff Ash – Director of Trading
Jeff is the newest member of the McCormack team and joins as our Director of Trading. He has nearly 30 years of industry experience, mostly trading stock for global asset management firms. He has an in-depth knowledge of financial markets and a long history of servicing clients. A collaborative team player who looks to help clients achieve their goals.
Jeff obtained a Bachelor of Science from the University of Denver and is Series 6, 7 & 63 licensed. He is currently studying for the General Securities Principal Series 24 exam.
He lives with his wife, Emily, in Peachtree Corners, Georgia. In his spare time, he enjoys golfing, fishing, and traveling. They have two grown children living in south Florida.
Amy Taylor – Office Administrator
Amy joined McCormack Financial Planning in 2013 and brings with her many years of experience in office administration and organization. Her addition to the team is welcomed by the clients as well as by the entire McCormack team. She continuously strives to support and assist wherever she is needed. She is usually the first point of contact to callers and, if you are calling in, you will be confident that your objectives will be met.
Amy lives in Brookhaven, enjoys working at home and playing with her dog. She is very proud of her son, Rob, an IT graduate now working in Sydney, Australia.