As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. I use an established process to build a personalized strategy that will help achieve your goals. I partner with you, your CPA, attorney and other professionals throughout your lifetime to help ensure you stay on track and make necessary adjustments when life's unexpected turns get in the way.

In 2007, I joined Edward Jones. My prior 20 years of experience were in various financial roles supporting several Fortune 500 companies in the Atlanta area. I am excited to partner with my clients to provide financial advice.

I am a 1986 graduate of the University of North Georgia with a Bachelor of Business Administration dual degree in accounting and finance. In 1991, I received my Certified Public Accountant license from the State of Georgia.

A Georgia native, I was raised in Habersham County. My husband, Tyson, and I have lived in Cobb County since 1990. We have two children, Katarina and Tyler, and two Scottish terriers, Matilda and Rhett.

I have a vested interest in the community in which I serve. I am an active member of Due West UMC, the Fielding Lewis Chapter of the DAR, Kappa Delta Greater Marietta Alumnae Chapter, Women of University of North Georgia and West Cobb Business Association.

My senior branch office administrator, Sherry Warren, has been a valuable branch team member since 2013. Originally from Chicago, Sherry, husband Josh and son Kyle have lived in Cobb County since 1999. Sherry is dedicated to providing our clients with the highest level of service possible.

We are happy to provide face-to-face meetings with current and potential clients and have found that helps us build strong relationships and is key in understanding our clients' needs. Please feel free to call (770-795-0885) or email ([email protected]) to discuss your specific financial questions.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Divorce Finances

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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