Sheila Hall
Office Manager
Sheila Hall ensures our clients receive exceptional client service as well as manages all account administration and office management. She will gladly assist you with booking appointments and is the first person you should call if you have any questions about the wealth management process. She will ensure that the appropriate member of our team responds to your query in a prompt, professional manner.
Sheila is a graduate of the University of Georgia and has primarily worked in sales and marketing. She is a Georgia native who has lived in Alpharetta for the past 25 years with her husband, Steve. They have two daughters. She loves to work with people and brings enthusiasm and commitment to her role as office manager in handling the day-to-day office duties and client engagement.
Services From:
NetWorth Financial Services
We offer a large range of services that can be scaled up or down to meet the needs of multigenerational families, women on their own, and pre-retirees. Schedule a complimentary meeting with us to discuss your personal goals and we will create a custom plan for you.
Getting Started:
How the Process Works
Getting started is easy with Phase I—discovery. We start by uncovering your most heart-felt goals and desires for yourself and your family, followed by Phase II the creation of a customized strategy just for you. From there we meet and refine your strategy, then move forward to implement. Throughout the year we monitor & adjust, meeting annually to formally review. In fact, the process of working together is circular and designed to last throughout your lifetime as your family goes through marriages, births, deaths and other life events that require a change of plan.
Explore the Many Aspects of NetWorth Financial Services
Contact Us:
Schedule a Complimentary Meeting
We would love to meet with you to discuss your financial situation and your retirement. We invite you to contact us, give us a call at (678) 319-0111 or fill out this form and we will reach out to you as soon as possible. We look forward to meeting you.
