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Team

At Clements Financial Services, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies*
  • Retirement investing and distribution strategies*
  • Estate conservation issues
  • Risk management analysis
  • Tax preparation

We also can answer your questions, including:

  • Can I retire early?*
  • Are my investments working hard enough?*
  • What’s a good approach for college savings?*
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

*These services are offered by Charles Clements through his affiliation with HD Vest

 
Charles is an experienced professional with over three decades in the financial services industry. He began his career partnering with an attorney representing clients before the IRS for audit and collection issues. Charles has...

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Beth Dickerson was born in Atlanta and grew up in Dunwoody about ½ mile away from the office. She graduated from Dunwoody High School and got a bachelor of arts from Georgia State University. She enjoys going to see live music and...

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Shari Dickerson joined the firm in 1988 as the Administrative Assistant after working as a Legal Secretary and raising her 2 daughters and son. Shari is a graduate of the Westminster Schools and Agnes Scott College. Shari has a passion...

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Julie Brandon joined Clements & Associats in 2013 in order to expand our bookkeeping services. In 2014 she became the head of our accounts receivable department. Before joining us Julie held a manager/general manager role for 20 years...

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Charlene Auer has worked with Clements and s since 2000. She is responsible for many administrative jobs and primarily works during tax season. Charlene is well-known for her cheerful disposition and always puts a smile on the face of...

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Dawn is excited to take care of our communications varying from social media campaigns to client relations. If you haven't already, please sign up today to receive interesting articles and tips from topic ranging from investing to...

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Caroline is Series 7 General Securities Representative certified, and joined Clements Financial Services in 2017 to focus on the firm’s growing financial services business. Received her MBA in Finance from Vanderbilt University.

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Valerie Olson joined Clements Financial Services in December 2017 as a "Staff Accountant". She graduated from Kennesaw State University in 2013 with a Bachelor's Degree in Accounting. Valerie subsequently secured her CPA license and is...

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