NORTON FINANCIAL - Key Persons
Job Titles:
- Associate
- Financial Advisor
In his role of associate financial advisor, J is responsible for assisting in client care and communication. He assists longtime clients of the firm as well as new clients with their long term investment and financial planning needs. J is also able to advise clients in the areas of life, disability and long term care insurance.
J graduated from the University of West Georgia with a Bachelor of Science in Mathematics. He later obtained two more degrees in the field of education which supported his role as an educator for ten years in the Douglas County School System. His education career was highlighted with the honor of receiving the title of Douglas County Teacher of the Year in 2013. J is actively involved at church where he serves as part time youth minister. He is married to Erin and together they have three children: Joshua, Jacob and Ellisyn. His commitment to his clients is surpassed only by his commitment to his family and his faith.
Since 2004, Jason Norton has helped clients navigate into and throughout retirement. His step-by-step wealth building and wealth preservation process is the cornerstone of his commitment to guiding clients in the retirement and wealth...
Jason completed his Bachelor of Science degree in Economics, graduating cum laude from the University of West Georgia in 2004. He began his college education at Young Harris College, where he completed his A.S. in International Business in 2002.
Job Titles:
- Branch Operations Manager
As the Branch Operations Manager, Kimberly oversees all aspects of operations from client services to compliance. In 2020, Kimberly obtained her FINRA Series 7 and 66 licenses. Her attention to detail is a great asset in her role.
Kimberly graduated from the University of North Carolina at Chapel Hill with a B.A. in Political Science. She then worked for the Georgia Department of Revenue for nine years before taking some time off to be with her family. She and her husband, Brian, reside in Villa Rica with their two children, Danielle and Josh. Kimberly enjoys reading, dance fitness, family hikes, and traveling.
As an administrative assistant, Lauren Whitaker supports many roles at Norton Financial, including data preparation and client scheduling. Her favorite part of her work is client relations. Lauren had 3 years of experience in the financial services industry prior to her employment with Norton Financial. Before she began her career in financial services, Lauren was a stay-at-home mom to her three children as they were an active-duty military family. Lauren is originally from Carrollton and, while she has moved many times with the military, Lauren has decided to make Carrollton her forever home so her children get to grow up here as well.
Job Titles:
- Vice President of Operations
As Vice President of Operations, Maggie Borden is proficient in all aspects of client care and office operations. She helps to ensure a smooth, efficient and enjoyable experience for our clients. Her long-standing reputation for providing comprehensive client service permeates every interaction with both team members and clients. Maggie is a LPL Registered Administrative Assistant and holds her series 7 registration with LPL Financial and her series 66 securities registration through both LPL Financial and Norton Financial.
Previous to her career in the financial services industry she ran the North American division of an international textile manufacturer and also served in the United States Navy for six years. Maggie is an avid golfer and serves the community as a volunteer on the recreation advisory board for the city of Villa Rica.