After graduating from Penn State University, an insurance company offered me a job in Atlanta. I moved and did not know a soul! I have been here ever since and am proud to call Atlanta home.

I had a great career in the property casualty insurance business and made many trips to Lloyds of London to negotiate on behalf of my clients.

Corporate America was a great place to start my career, but I wanted more control over my own destiny. Coming to Edward Jones 20 years ago was the right decision. Here, I have all the big company benefits (compliance, research, legal, marketing, technology, etc.), yet I develop and serve my clients in my own office setting.

I have an affinity for teaching and education. I relish breaking down complex topics into easily understandable bites. I have conducted educational sessions for many local organizations.

I hold the CFP® designation from the Certified Financial Planner Board of Standards Inc. I am passionate about helping investors reach their life goals. Clients can expect a full discussion of their situation, and ongoing dialogue as they progress throughout their life's journey.

Stephanie Galvin, a North Carolina native, joined forces with me in January of 2021. Stephanie and her husband, Mark, have three children, James, Caitlin and Claire. Stephanie loves the personal interaction with our clients and is dedicated to providing you with the highest level of service possible.

Personally, I have been partnered with John Curran for over 25 years. John left the insurance industry to pursue his love of acting. I enjoy seeing him in the big screen, TV and film festivals.

My interests and affiliations include the Atlanta Humane Society, CREW Atlanta, Shakespeare Tavern, Eastlake Women's Alliance, Penn State Alumni Association, tennis, golf, gardening, reading, traveling and pickleball.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Retirement Income Strategies
  • Socially Conscious Investing
  • Retirement Savings Strategies

My Personal Interests

  • Golfing
  • Gardening
  • Yoga
  • Animal Rescue
  • Movies & Entertainment

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 - 05:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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