In 2009, I started my career as a financial advisor with Edward Jones, after a 23-year management career in the staffing industry. My goal is to untangle and simplify money matters for my clients before and during retirement. Many of my clients are busy (careers, family, health issues); they need objective support of their financial strategies. My role is to help them set goals and stay on track to reach the future they envision.

We work with a select group of clients who are interested and serious about planning for their future and living in retirement comfortably with the funds to do so and providing additional support for women in a warm and caring professional environment.

I earned a bachelor's degree in management from Louisiana State University. I earned my CFP® certification, and currently teach fundamentals of financial planning as an adjunct instructor at the University of Georgia in their evening Professional Planner program.

I also earned the Chartered Retirement Planning Counselor™ designation. Study topics include principles of retirement planning, sources of retirement income, employer-sponsored plans, deferred compensation plans, plan distributions, investment strategies during retirement and planning for incapacity, disability and long-term care.

My husband, Mike, and I have two grown children (a new grandchild) and have lived in the Murphey Candler neighborhood of Atlanta since 1988. I have served in a variety of roles in the Dunwoody Rotary for over 30 years and am an active volunteer in my church and in the community. Travel, tennis, volunteer activities and Lake Lanier fun fill my weekends.

My branch office administrator, Susan Drussell, has 40 years of experience and is dedicated to providing you with the highest level of service possible.

Focus areas

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

My Personal Interests

  • Swimming
  • Reading
  • Tennis
  • Traveling
  • Social Responsibility

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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