The McCormack Financial Planning Team


Roxane Dimon-Associate Advisor

Roxane-Dimon

Roxane Dimon

Roxane joined McCormack Financial Planning, Inc. in March 2018 as an Associate Advisor and holds a Georgia Insurance license and a Series 65.   Her previous twenty-year experience in banking and finance career led her to arrive at the need for a more holistic approach to finance, and her desire to offer comprehensive financial advice has brought her to pursue the Certified Financial Planner designation. She is currently completing coursework in that pursuit as well as gaining experience as a team member at McCormack Financial Planning, Inc.

Roxane lives in Alpharetta with her husband, Kent, and has two children.  Her son, Matthew lives in Midtown and her daughter, Danielle is a practicing Veterinarian living in Statesboro.  In her spare time, Roxane participates in yoga, working out, opera, and musical theater.

 

Stephanie Jackson – Client Administration Specialist

Stephanie Jackson

Stephanie Jackson

Joining McCormack Financial Planning in 2007, Stephanie is responsible for handling service needs on client accounts, merging her excellent administrative skills with the service requirements of the financial industry. She holds a Series 7 license, adding to her industry knowledge and is currently completing her MBA.

Stephanie enjoys spending her time away from the office with her husband, Kevin, and her two daughters, Mia and Kyah.

 

 

 

 

Nathan Klim – Trading/Compliance

Nathan-Klim

Nathan Klim

Nathan joined McCormack Financial Planning, Inc. in September 2018.  He has been in the financial services industry since 2015 and is experienced in all areas of trading and operations.  He handles all trading duties for the firm, assists with stock and options, research, as well as operational duties.

Nathan holds a FINRA Series 7 and 24 security license.  He is a study on market history as well as current market news and enjoys a good conversation that involves anything concerning the market.  He lives in Chamblee with his cat, Piebers, who comes with a story.  Nathan is a welcome addition to The McCormack Team.

 

 

 

 

Joy Lancis – Client Service Specialist

Joy-Lancis

Joy Lancis

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.

 

 

 

Amy Taylor – Office Administrator

Amy-Taylor

Amy Taylor

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.