OUR TEAM

CLIENT VISION

Phoebe serves as Executive Assistant at Tarrant Financial, where she provides dedicated support to the firm’s clients and leadership team and helps keep daily operations running seamlessly. With a natural talent for organization and communication, Phoebe ensures projects, schedules, and priorities stay on track.

She’s known for her positive attitude, strong sense of teamwork, and ability to create a calm, welcoming environment even on the busiest days. Phoebe enjoys connecting with our clients and colleagues along with contributing to our workplace culture built on trust, collaboration, and excellence.

AREAS OF EXPERTISE

• Administrative & operational support
• Project management
• LPL Clientworks, AccountView and compliance systems
• Client Relationship Management software, processes and workflows

EDUCATION

• Georgia State University, Business Administration (2010)

OUTSIDE THE OFFICE

Phoebe and her loyal Rhodesian Ridgeback live in Woodstock, Georgia, where they enjoy being on the lake and hikes in the Georgia mountains. Phoebe also enjoys live music performances, weekend getaways to wineries or beach towns, traveling overseas when she can, and perfecting her family’s Cajun recipes.