Amy Taylor – Office Administrator
Amy joined McCormack Financial Planning in 2013 and brings with her many years of office administration and organization. Her addition to the team is welcomed by the clients as well as and 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 Sandy Springs, enjoys working at home and playing with her dogs and cat. She is very proud of her son, Rob a recent Georgia Tech graduate now working in Seattle, Washington.
Stephanie Jackson – Client Administration Specialist
Joining McCormack Financial Planning, in 2007, Stephanie is responsible for handling the services needs on clients accounts as well as compiling data for quarterly reports. She facilitates all actions that are needed and follows the progression of work orders to make sure they are fulfilled in a timely manner. Stephanie holds a Series 7 license, adding to her industry knowledge.
When not at the office Stephanie enjoys spending time with her husband, Kevin, and her two daughters, Mia & Kyah.
Brian MacConnell – Trading & Operations
Brian joined McCormack Financial Planning, Inc in May, 2015. He has over 10 years in the financial services industry with experience in retail and institutional trading and market analysis. He handles all trading duties for the firm, assists with stock and option research as well as operational duties.
Brian holds a FINRA Series 7 and 66 licenses and holds a security license in Georgia. He spends much of his free time listening to or reading market talk. During football season he can found cheering for his alma mater, University of Alabama.
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 sure to be an asset to the McCormack Team. Her previous experience spanning from New York to Georgia covering risk management, lending, and client needs make 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.