who we are
Jeff Morris
Founder & Principal Adviser
With over 15 years of experience as a Chartered Financial Consultant (ChFC®), Jeff helps individuals, especially women gain confidence and clarity in their financial lives. His mission is simple: To empower clients to take control of their future with peace of mind.
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Educational Background and Credentials
A graduate of Johnson and Wales University and earned his ChFC designation from The American College of Financial Services. His education covers all aspects of financial planning, from retirement and estate strategies to risk management and portfolio design.​​
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Work History
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Insurance and Investments: 15 years
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The Ritz Carlton
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ADP (Automatic Data Processing)
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Mutual of Omaha
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Organizations
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Georgia Society of CPAs, Member
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National Association of Black Accountants (NABA) Atlanta Chapter, 2-term President
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Marietta Mentoring for Leadership Program, Member
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Cobb County Chamber of Commerce, Ambassador​​​​​
Melissa George
Founder, InvestHER Fiduciary Solutions, LLC
Meet Melissa – Financial Strategy with Integrity
At CPA Allies, we’re proud to partner with Melissa George, a seasoned financial professional with over 25 years of experience. As Founder of InvestHER Fiduciary Solutions, she provides fiduciary-based planning and investment management with a focus on integrity, strategy, and behavioral insight.
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Melissa specializes in retirement income planning, business cost-containment, and holistic wealth strategies. She integrates behavioral finance into her work, helping clients understand the “why” behind their decisions and align their money with their values.
Her thoughtful, client-centered approach empowers individuals, families, and organizations to make confident, informed choices and live with greater financial clarity.
Delinda Armant
Insurance Brokerage Specialist
The Advocate – Income Protection & Legacy Planning Specialist
With decades of experience in the insurance and financial services industry, Delinda exemplifies what we proudly call The Advocate. She brings exceptional expertise in designing and implementing customized strategies that encompass life insurance, disability income protection, long-term care, and annuities—empowering CPA Allies to help clients safeguard their income and preserve their legacies.
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A seasoned Brokerage Specialist, Delinda possesses a deep understanding of underwriting nuances and carrier dynamics. She is widely respected for her tenacity in finding solutions and her hands-on approach to simplifying complex insurance processes. Whether the objective is protecting income, planning for extended care, or ensuring a lasting financial legacy, she stands as a trusted advocate at every step of the journey.
Monica Gonzalez
Marketing Specialist
Behind the Marketing with Monica
Monica holds a Bachelor’s degree in Marketing Management and plays an integral role in the marketing efforts at CPA Allies, working closely with Jeff. As part of this dynamic group, she is dedicated to promoting financial education and empowering women to plan confidently for every stage of life.
She believes that helping women understand their financial options is essential for building secure futures. Outside of her professional pursuits, she enjoys spending time outdoors and exploring new places through travel.