Roxane Dimon

Roxane has almost 30 years' experience in banking and finance. She is passionate about and understands how financial planning can provide the confidence and clarity that clients need to move forward in life with courage, and even boldness, to achieve their life dreams.

Roxane is experienced working with widows and their families through that life transition, including the estate settlement process. Her guidance has included her own mother, and other family and friends.

Roxane is a Certified Financial Planner, holds a Series 65 Investment Advisor Representative license, Georgia Life & Health insurance license, and is working towards the Certified Dave Ramsey Financial Master Coach. Professional affiliations include the Financial Planning Association and FFP Pro Bono Financial Advisor Network.

Roxane enjoys opera and musical theater, sings soprano in her church choir, loves chocolate and wine, works out regularly at the local gym, and is always open to a recommendation to a great historic fiction novel.

Areas of expertise:

• Cash flow and budgeting
• Debt/liability management
• Financial planning
• Retirement planning
• Estate planning
• Tax planning
• Risk management/insurance review
• Investment management