In 2007, Serina’s maternal grandmother was diagnosed with Alzheimer’s disease. To assist, Serina took on the responsibility of managing her grandmother’s healthcare and financial decisions. Though it was a challenge for her family, this trying time inspired Serina’s passion for helping people prepare for the unexpected.
In her current role, Serina’s responsibilities include helping advisor's with administration, creating personalized websites to meet the needs of clients, and deepening relationships with those she and her colleagues serve.
Serina joined Jon Baker Financial Group in 2014. She brought with her diverse experiences within the financial services industry. In addition to servicing clients’ accounts, she educated high net worth clients on various aspects of trading as well as stock plan participants on the intricacies of their equity compensation plans. Previously, she performed conflict analysis at an Atlanta-area law firm. Serina received her Bachelor’s in Business Administration from Mercer University in Macon and an MBA in Personal Financial Planning from Georgia State University. She currently holds the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner.
Outside the office, Serina enjoys spending time with family and friends, trying out new and old restaurants, traveling, and yoga. She also volunteers for the Financial Planning Association of Georgia (FPA of GA).
Serina is a registered assistant with Woodbury Financial.