Stephanie Jackson

Stephanie Jackson CFP® – Operations Manager

Stephanie is responsible for opening and servicing client accounts. Her 16 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 are met.

Stephanie earned a Bachelor of Business from Kennesaw State University and holds an MBA from LSU. She is Series 7 & 65 licensed and recently obtained her CFP®, 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

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

Jeff Ash – Director of Trading

Jeff joined the McCormack team in 2022 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 Brookhaven, Georgia. In his spare time, he enjoys golfing, fishing, and traveling. They have two grown children living in south Florida.

Amy-Taylor

Amy Taylor

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.