Serina joined Jon Baker Financial Group in 2014 as a paraplanner. Over the years, her role has evolved from analytics and support to servicing and relationship-building with clients. She previously worked at a discount brokerage company, educating high net worth clients on equity compensation plans. Prior to that, she performed conflict analysis at an Atlanta-area law firm. Serina received her Bachelor’s in Business Administration from Mercer University’s Stetson School of Business and Economics in Macon and a Master’s of Business Administration in Personal Financial Planning from Georgia State University’s Robinson College of Business. She currently holds the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner. She also holds the Series 7, 63, and 65 licenses.
Serina grew up in Smyrna, GA. She enjoys spending time with family and friends, trying out new and old restaurants, traveling, and yoga. She also volunteers on the Board of Directors for the Financial Planning Association of Georgia (FPA of GA).
Serina is a registered advisor with Woodbury Financial.