Amy Parrish/Highland Trust Partners

06/24/2025

I didn’t always know I wanted to have this job. I like to think that it found me. It’s a blessing and allows me to be a blessing to others. My family didn’t talk about finances growing up. I had a great life but knew there was stress around money. That’s why I enjoy helping clients eliminate financial stress and make wise decisions that reflect their goals and values.
What do you love about your work?

06/23/2025

A big misconception about my work is that I’m going to sell you something. Here’s the truth… I don’t make any recommendations until I get to know you well and understand what you want to accomplish. My job is helping clients clarify their goals and guiding them to make decisions with their assets that move them in that direction.

07/11/2024

I've been sharing research with groups about the history of the market and elections. It's important to remember that these are short term events and financial plans cover goals that may last 10, 20, 30 or 40 years. Keep a long term perspective.

LPL Research examines the U.S. election landscape and what it could mean for investors in the coming months.

01/24/2024

Amazing day today with inspiring women. Achieving goals seems easy and fun when you have a community of like minded women in business. I got to share some tips on business sucession planning. Start with the end in mind.

11/07/2023

I love this bio on Chris, my partner in business, an outstanding planner for his clients, my fellow Rotarian and friend.

🌟 Meet Rotarian, Chris Caldwell 🌟

Once upon a time in Greensboro, GA, there lived a young lad named Chris Caldwell. Raised in the days before lake mansions dominated the scene, Chris spent his days milking cows on the family dairy farm, dreaming of a life beyond the udders.

As a kid, Chris started working at the tender age of 13, earning his keep and saving up for his lifelong dream - a shiny 1964 Ford Galaxie 500 XL. Little did he know that this would be the start of his adventures in the world of work, vinyl record collecting, and the great game of golf (or not, he's still undecided after 40 years).

Throughout his teenage years, he juggled school, work, and his love for the University of Georgia Bulldogs, cheering them on at every home and away game. His heart swelled with pride when he became a Triple Dawg, basking in the glory of the college's illustrious traditions.

But it wasn't all about work and sports for Chris. In his spare time, he loved nothing more than exploring the great outdoors, hiking through National and State parks. His recent conquests included Hawaii and Alaska, two states that witnessed his unwavering dedication to capturing nature's beauty on his trusty camera.

While balancing his love for trivia nights and collecting vinyl records, Chris also found solace in helping families in his career, cherishing the moments where he could make a genuine difference. This passion eventually led him to Rotary, where he celebrated 25 years of camaraderie, laughter, and meaningful connections with like-minded souls.

Come 2024, as he prepares for his 25th wedding anniversary with his New York-born, yet die-hard Dawg fan wife, Chris looks back on his life with a smile, thankful for the moments that made him laugh, the challenges that made him grow, and the people who made it all worthwhile.

And so, the story of Chris Caldwell continues, a tale of laughter, love, and a few indecisive swings on the golf course, reminding us all that life is a journey meant to be cherished, one vinyl record and UGA game at a time. 🚗🏞️🏈

09/29/2023

Happy National Coffee Day! I have a simple coffee order and love helping my clients simplify their financial life. How do you take your coffee?

08/10/2023

08/08/2023

08/08/2023

I love my work as a financial planner because I enjoy helping my clients live intentionally and financially satisfied. I know how financial stress can negatively impact family relationships and cause bad decisions. I want to eliminate this so families can have fun while achieving their goals and create generations of good financial stewards.

02/06/2023

#12 CALLS IT QUITS
NFL Quarterback Tom Brady announced his retirement (for the second time) on 2/1/23, ending a career that spanned more than 20 years. From the time he first replaced Drew Bledsoe against the New York Jets on 9/23/01 and subsequently became the New England Patriots starter through his announced retirement, the S&P 500’s annualized total return with dividends reinvested was 9.12%, while the Nasdaq’s annualized total return was 11.55%...which coincidentally rounds to… 12! (SOURCE: BESPOKE)