President and Founder - Wendy Sargent
After obtaining my CPA license and spending most of my career in corporate America, I felt I needed a change. I wanted to use my background in business and my accounting skills to help others manage their personal finances. I knew there was a huge need for this from my years working in public accounting. I started with my first client in 2007 and founded Balanced Money Management LLC in 2013. I find my business so rewarding, the personal relationships I've developed have been such a blessing.
My background enables me to have a better understanding of my clients’ complete financial picture and work more effectively with their wealth managers, accountants, attorneys, and insurance agents.
I am a proud member of the American Association of Daily Money Managers and serve on the board of The North Georgia Senior Resources.