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Our Team

Bobbie D. Munroe CFP®

Senior Planner and Investment Advisor

 

Bobbie graduated from Rice University in Houston, Texas with a BA in History in 1976. Since that time, she has had over 40 years of accounting/financial experience, 27 of which include tax services and consulting. In March 1998, Bobbie completed the Financial Planner Program at Oglethorpe University in Atlanta. She received her CFP® designation in June of 1998. Bobbie is dedicated to providing clients with well-informed, personally tailored advice on a variety of financial issues. She is well known for her “out of the box” thinking.

Bobbie believes that money issues are inexorably intertwined with every other facet of life. She encourages clients to work toward a plan that integrates their financial lives with their physical, spiritual, emotional, community and family lives. She believes that truly integrated financial solutions are certain to provide clients with a greater sense of well-being and satisfaction in addition to a greater opportunity for financial success.

Bobbie is the President of Supporting Your Choices Inc. (formerly Fraser Financial), a fee-only, financial planning firm in Havana, FL. Her comments have been published in a wide variety of print and online media to include the Wall Street Journal and the New York Times. Other memberships and accomplishments:
• Past President / Chairman of the Financial Planning Association of Georgia
• 2007 Winner / Financial Planning Association’s national “Heart of Financial Planning Distinguished Service Award”
• 2009 Winner / FPA of GA Honor’s Award
• Member of National Association of Personal Financial Advisors / NAPFA (www.napfa.org)
• Former Treasurer / Board member NAPFA South Region
• Member Financial Therapy Association (www.financialtherapyassociation.org)
• 2009, 2010, 2011,2012, 2013, 2014, 2015 Atlanta Magazine “Best of Atlanta” Wealth Manager
• Florida State Director (volunteer) Concord Coalition (federal budget watchdog group: www.concordcoalition.org )
• 2019 Volunteer of the Year Award – Concord Coalition
• Chairman of the Richard C. Munroe Foundation (www.rcmfoundation.org)
• Member of the Nazrudin Project
• Regular volunteer for financial literacy projects and Kiplinger’s “Jump Start Your Retirement.”
team-deanna

Deanna Corbitt

Associate Planner / Tax Consultant

Deanna Corbitt originally joined the staff at Fraser Financial in July 2000. She received her Bachelor of Business Administration in Accounting from the University of Dayton in 1992. Since that time, she has had years of accounting experience including tax preparation and small business accounting. She passed her CPA examination in the spring of 2000, but decided to join our staff rather than pursue the experience requirement for her designation. In July 2004, Deanna successfully completed the Financial Planner Program at Oglethorpe University in Atlanta, Georgia;

A rigorous test covering investments, retirement planning, tax planning, estate planning, and insurance planning. In November, 2004 she was granted the CERTIFIED FINANCIAL PLANNERTM certification. Over the past 8 years, Deanna worked part-time as she began her family. She has a daughter Lily and a son Henry. Now that they are both in school, she will expand her role at Supporting Your Choices.
Deanna and her family live in Atlanta, GA.

2019 Jen

Jennifer Nagele / Full Plate Inc.

Administration, Accounting, and Client Support


Although Jennifer has her own company, Full Plate Inc, and provides support services to several clients, she is definitely a part of the team at Supporting Your Choices Inc. She joined us in 2009 and things haven’t been the same since…they have been much better! She continues to work with Bobbie to provide clients with a consistent, streamlined process. She handles many of the day-to-day activities leaving more time for Bobbie to concentrate specifically on client work. We simply don’t know what we would do without her. 
Jennifer lives with her husband in Longmont, CO where she enjoys hiking, biking, and climbing.

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