The Fiduciary Group, an independent investment advisory firm based in Savannah, Georgia, is proud to announce that Julia Butler, Chief Retirement and Planning Officer, has obtained the Certified Financial Education Instructor (CFEI) designation, and Shanon Royal, Chief Compliance Officer & Finance Director, has obtained her Investment Adviser Certified Compliance Professional compliance designation.

The Certified Financial Education Instructor (CFEI) training program is offered by the National Financial Educators Council. The CFEI coursework meets standards for the highest academic rigor while providing practical financial education knowledge. Graduates possess the skills and teaching techniques that help them motivate, engage, educate and move participants of all ages to take positive financial action. Julia Butler, who is a CERTIFIED FINANCIAL PLANNER professional, graduated from Emory University, holds a law degree from the University of Georgia Law School, and an MBA from the Wharton School of Business. She manages The Fiduciary's Groups financial planning and 401(k) advisory businesses and devotes much of her time to financial and investment education of 401(k) participants.

Successful completion of the IACCP certification program demonstrates commitment to professional development of the knowledge, skills, and best practices required in administering the firm's compliance program, testing and reviews. Shanon Royal joined The Fiduciary Group in April of 2016 as Director of Finance and Compliance. She earned her BBA and Masters of Accounting from Georgia Southern University and is also a Certified Public Accountant. Prior to joining The Fiduciary Group, she spent five years working in corporate finance at Gulfstream Aerospace Corporation and eleven years in public accounting, specializing in audit and attestation. Having earned the IACCP designation, Shanon assumed the role of Chief Compliance Officer of The Fiduciary Group effective January 1, 2019.