Say hello to Jo Walthall. Jo is SRS’s content creator who focuses on projects related to the firm’s marketing and public relations efforts. She brings more than a decade of marketing experience to the role. Prior to joining SRS, Jo spent eight years at the Atlanta wealth management firm Balentine, most recently as the firm’s Director of Marketing. She has written articles for Thomasville Magazine and Schwab Insights and has been quoted in industry publications such as International Business Times and Pensions & Investments. Jo and her husband, both Thomasville natives, returned to Thomasville in 2017. They have two sons, Neal and Ben, and an English Cocker Spaniel, Moseley.
Questions & Answers
I’ve learned that there’s a big difference between saying “I’m paperless” and truly being a paperless company. Many companies are, unfortunately, on a continual loop of creating excess paper and waste. I think we help clients figure out the best way to deal with their past records and come up with a good solution in the present – consulting, indexing, scan-on-demand, etc. – to ensure that this will never be an issue in the future.
I took almost a full year off to stay home when my second son was born. It was the hardest thing I have ever done but also the most rewarding. After a long stint working in Atlanta, I needed some time to reset and find the right job that could balance my responsibilities at home with my own professional desires. I am so grateful to SRS for filling that space!
Writing is my passion, and I hope that I’m able to answer clients’ commonly asked questions in an easy-to-digest manner. My hope is that many of their questions can be answered before they have to make a call or send an email.