After nearly 20 years as an Edward Jones financial advisor, I admit, I still get excited when a new client walks through our door. There’s so much uncertainty when it comes to the world of finance, and with our branch team’s passion for educating and serving our client family, it’s easy to be enthusiastic about the possibilities for someone’s financial future. In our everyday work, we get to see how financial goals manifest into new cars or new houses and life events like weddings and graduations. There’s no greater joy than when clients share their dreams and hopes for the future because we have the honor of working to make those dreams a reality.

I moved to Newnan, GA from my home state of Connecticut in 2003 and after 18 months of commuting in traffic to Atlanta six days a week, I needed a change. I came to Edward Jones because I was ready to work, volunteer and connect with our local community.

I joined the firm in 2005 and immediately started working with Sr. Branch Office Administrator Judy White. Ms. Judy and I are passionate about providing accessible and compassionate client service, so she spends time making sure our clients are well taken care of.

In 2017 when client and local business owner, Marie Couch, joined our team, we were overjoyed. She joined us due to her desire to continue to impact the lives of others and run a business. Now, Marie also goes the extra mile with clients because she knows how important personal service is to the client experience.

Together, the three of us serve together to help make financial strategies that reflect who our clients are and where they’d like to be. We establish financial goals with our clients and use those as the road map for their financial success. Downturns are scary but they are a normal part of investing and we can help our clients avoid emotional decisions that can throw them off course and instead take advantage of down-market strategies.

We are proud to serve diverse clients from across the country, so we understand the importance of personalized care. Call us today to start the conversation about how we can work together to help make your financial dreams a reality.