JAMI BARKLEY, ChFC®, RTP™, EA

TAX SPECIALIST

"I have 13 years of tax planning experience, including education and designations toward financial planning. I have an accounting degree from the University of Georgia, and after several years of accounting work, my two favorite people (my daughters) came along for me to raise and homeschool, then walk with through high school and now college. In 2010 I started my own tax planning practice, and I’ve earned the Enrolled Agent, Registered Tax Professional, and Chartered Financial Consultant designations, with Certified Financial Planner designation (CFP®) being the next goal I’m currently working towards."

- Jami Barkley

Jami has extensive experience preparing tax returns for clients, but more importantly, Jami is an expert when it comes to all of the behind-the-scenes tax planning that helps clients lower their “lifetime tax bill.” Additionally, Jami has a unique ability to merge the worlds of financial planning and tax strategy, as she holds designations for both (and continues to expand her designations!).