Irene is a dedicated professional who takes pride in providing thoughtful and strategic guidance to clients. With expertise in estate consolidation, alternative investment processing, charitable giving, and working with Raymond James Bank on their product offerings—including the enhanced savings plan and Securities Based Line of Credit— she supports our clients in navigating complex financial decisions with confidence.
Beyond managing our internal accounts payable and branch compliance, Irene collaborates closely with the CPAs of the families we serve on their tax planning, ensuring they have the information they need from us to be proactive in their planning. Irene’s keen attention to detail in portfolio review preparation, and client reporting ensures that every client receives insightful, well-informed recommendations. With a commitment to exceptional service, Irene is a trusted
partner in our client’s financial success.
Irene was born and raised on Long Island. She is a graduate of Farmingdale University in New York and moved to Atlanta in 1989. Irene joined finoBlue in 2011, transitioning from her previous career as a manager in training in development and business operations.
Irene met her life partner, Bob, in 2015. She is a life-long Episcopalian and loves the deep rich traditions of the Episcopal church. Irene enjoys singing, has served as President of the Episcopal Church Women’s group, and is licensed as a Eucharistic Minister. Irene and Bob have a sweet kitty named Smokey. They love to travel, hike the great outdoors, and Irene especially likes to read as she is part of a Book Club in her community.
Banking and lending solutions are offered through Raymond James Bank, member FDIC. Raymond James & Associates, Inc., and Raymond James Financial Services, Inc. are affiliated with Raymond James Bank. Unless otherwise specified, products purchased from or held at Raymond James & Associates or Raymond James Financial Services are not insured by the FDIC, are not deposits or other obligations of Raymond James Bank, are not guaranteed by Raymond James Bank, and are subject to investment risks, including possible loss of the principal invested.