I work with individuals, business owners, blended families and families with special needs who are faced with the challenges of wealth in an increasingly complex investment environment to find the investments that fit their life’s goals. My clients are real people with real concerns working toward real goals. Through the years we have laughed, cried and celebrated together. It brings me great joy to help my clients enter a secure retirement or see their children go to college because we planned together for their goals.
Since joining Edward Jones in 1996, I have made every effort to keep up with the most current financial strategies and have earned the CERTIFIED FINANCIAL PLANNER™ certification to better serve my clients. I attended the University of Pittsburgh in the evenings and weekends to earn my B.S. and MBA degrees. During my first finance class, I knew that someday I wanted to be a financial advisor. After earning my MBA, it was time for me to pursue my dream and when I was introduced to Edward Jones, I quickly realized I had found my home.
I am blessed to be married to my high school sweetheart and best friend, Kevin. We live in Milton, Georgia with our Siberian Husky. I am dedicated to my community and am passionate about giving back. I have served on the board of the Friends of Milton Library. I currently serve on the board of Southern Magnolia Charities and serve as an Advisor on the Milton Trails Advisory Committee. In our spare time, Kevin and I enjoy cycling, traveling, spending time with family and walking our dog. I have also recently started taking piano lessons, which Kevin has found to be quite entertaining!
Focus areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Insurance & Annuities
My Personal Interests
- Cycling
- Hiking
- Music
- Traveling
- Spending Time with Family
Office Information
Phone Number
Marsha K Spear at (770) 754-5018- Kristen Kepler
- Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
Monday | 09:00AM - 04:30PM |
Mon | 09:00AM - 04:30PM |
Tuesday | 09:00AM - 04:30PM |
Tue | 09:00AM - 04:30PM |
Wednesday | 09:00AM - 04:30PM |
Wed | 09:00AM - 04:30PM |
Thursday | 09:00AM - 04:30PM |
Thu | 09:00AM - 04:30PM |
Friday | 09:00AM - 04:00PM |
Fri | 09:00AM - 04:00PM |
Saturday | Closed |
Sat | Closed |
Sunday | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Monday | 09:00AM - 04:30PM |
Mon | 09:00AM - 04:30PM |
Tuesday | 09:00AM - 04:30PM |
Tue | 09:00AM - 04:30PM |
Wednesday | 09:00AM - 04:30PM |
Wed | 09:00AM - 04:30PM |
Thursday | 09:00AM - 04:30PM |
Thu | 09:00AM - 04:30PM |
Friday | 09:00AM - 04:00PM |
Fri | 09:00AM - 04:00PM |
Saturday | Closed |
Sat | Closed |
Sunday | Closed |
Sun | Closed |
Connect on Social
- Kristen Kepler
- Branch Office Administrator
Branch Team
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