Education and Certification

  • BS Business Administration, Heidelberg College
  • Certified Financial Plannerâ„¢
  • NC Life, Accident/Health, Long Term Care, and Personal Lines

Areas of Expertise

  • Financial Planning
  • Military and Family Life Counseling
  • Debt Management
  • Retirement Planning
  • Insurance and Risk Management
  • Estate Planning
  • Personal Financial Counselor

Recent Engagements

  • Guard and Reserve Yellow Ribbon Reintegration Program Languages / Other Skills
  • English
  • Public Speaking
     Claudie is currently working in a consulting role for the Allen Reid Enterprises (ARE) in Atlanta, GA, and provides expert advice in the area of Financial Planning. In this role he has new business development responsibility, Military and Family Life Counseling as well as responsibility for the financial planning and investing function for the office of ARE. He is accountable for debt management, risk management, financial education, and office procedures for the Planning professionals of ARE.Additionally, Claudie aids in setting the strategic direction for the ARE office and ensures successful military relationships and service delivery.

Contact Claudie: