Staff Facts

"Excellence is the result of caring more than others think is wise; risking more than others think is safe; dreaming more than others think is practical; and expecting more than others think is possible.

Author Unknown

Bobbie D. Munroe, CFP®
Richard Clive
Leah Calvert
Deanna Corbitt, CFP®
The CFP® Mark

Bobbie D. Munroe, CFP®
Owner / Financial Planner

Bobbie graduated from Rice University in Houston, Texas with a BA in history in 1976. She has worked in accounting since 1976 and has prepared taxes since 1991. 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 life with their physical, spiritual, emotional, community and family life. 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 owner of Fraser Financial, a fee-only, financial planning firm in Atlanta, Georgia. She loves gardening, travel, fishing, and stand-up comedy. Her comments have been published in a wide variety of print and online media.

Memberships and accomplishments:

Member of the Financial Planning Association (www.fpanet.org)
Past President / Chairman of the Financial Planning Association of Georgia
2007 Winner / Financial Planning Association's "Heart of Financial Planning Distinguished Service Award"
Member of NAPFA, an organization of fee-only planners (www.napfa.org)
Chairman of the Richard C. Munroe Foundation (www.rcmfound.org)
Member of the Nazrudin Project
Member of the Georgia Consortium for Personal Financial Literacy
Regular volunteer for financial literacy projects throughout Georgia

Richard Clive
Associate Financial Planner

Richard joined the staff at Fraser Financial in 2007. He received his Bachelors (B.A.) from Florida State University in 2004. Since that time, he served as a commissioned officer in the United States Air Force at the nuclear missile facility in Montana. He will complete his Master's Degree (M.S.) in Financial Planning from Kansas State University in December, 2007. He plans to sit for the CERTIFIED FINANCIAL PLANNER™ exam in March 2008. As the Associate Planner at Fraser Financial, he works closely with Bobbie and our clients on all planning projects. As part of the team at Fraser Financial, Richard is always available to address client needs. Richard has a strong interest in the Spanish language and is working toward strengthening his fluency by working with community service groups in the Atlanta area. He enjoys snowboarding and river rafting in his free time.

Memberships: Financial Planning Association

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Leah Calvert
Accounting Associate

Leah joined Fraser Financial in 2007 as the Accounting Associate. She is responsible for day-to-day office operations and client service. In 2002, she received her Bachelors from the University of Georgia and is currently working towards her MBA at Georgia State University. Leah hopes not only to synthesize her current academic regimen with Fraser's client needs but to learn valuable skills regarding basic business operation. Her easy going nature and prior accounting experience combine to make her an invaluable resource. She prefers sultry summer nights in Georgia to crisp winter days in North Dakota, Bluegrass to Heavy Metal, and is more interested in reading about current events than fiction. In her spare time, Leah is fiddler and vocalist in local bluegrass ensemble, The Dappled Grays (www.dappledgraysmusic.com).

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Deanna Corbitt, CFP®
Part-Time 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 and passed her CFP® Certification Examination, a 2-day rigorous test covering investments, retirement planning, tax planning, estate planning, and insurance planning. That November, she was granted the CERTIFIED FINANCIAL PLANNER™ certification.

Lily Ann Corbitt

Member of the Financial Planning Association
Member of the Nazrudin Project

Part-time Consultant Status: Since the birth of her first child, Lily Ann Corbitt, on October 2, 2006, Deanna has decided that family is her first priority. However, from time to time, she still consults with Fraser Financial on specific projects.

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The CFP® Mark
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the CERTIFIED FINANCIAL PLANNER™ Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP® Board's initial and ongoing certification requirements. For more information visit www.cfp-board.org.

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