As your Edward Jones branch team, we believe it’s important to invest our time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings, so you have more options when you retire, regardless of what you decide to do.

In 2007, I joined Edward Jones to pursue my passion of helping individuals with their financial goals. I became a limited partner with Edward Jones in 2019. I am a 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.

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

A Georgia native, my husband and I have lived in Cobb County since 1990. I have two children and two Scottish terriers. In my spare time, I partake in yoga sessions at Aligned Living and fellowship at Due West UMC. I love traveling and especially enjoy the white sandy beaches in Destin, FL.

My senior branch office administrator, Sherry Warren, has been a valuable branch team member since 2013 and became a limited partner in 2019. Originally from Chicago, Sherry, her husband and son 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 a face to face or virtual meeting 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 our office at (770) 795-0885 or email me directly at [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

My Personal Interests

  • History and Museums
  • Pets
  • Reading
  • Walking
  • Yoga

Office Information

Office Hours

Office Hours
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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