I attended the University of Pittsburgh in the evenings and weekends to earn both my bachelor's and MBA degrees. During my first finance class I knew that someday I wanted to be a stockbroker. After earning my MBA, I knew it was time for me to follow my dreams. When I was introduced to Edward Jones, I knew I was "home".
The aspect I most enjoy as a financial advisor is working with real people, with real concerns, towards real goals. My clients and I have laughed together, cried together and celebrated together. It gives me great joy to see my clients enter a secure retirement, or see their children go to college - both because we had planned for it! The most value I bring to my clients is planning for their goals. I earned my CFP certification in 2008 in order to provide optimal service to my clients.
I am blessed to be married to my high school sweetheart, Kevin. He is my best friend! We enjoy cycling, golf, reading and walking our two Siberian Huskies. I also entertain (?) him with piano music as I am taking lessons.
I enjoy involvement in the community. I have served on the Board of the Friends of the Milton Library and currently serve as president of Southern Magnolia Charities.
Tammi Mobley joined my office in 2017 as my Branch Office Administrator after 25 years as a business analyst. Clients love her attention to detail. She has been an amazing addition to the office and has already been promoted to Senior Branch Office Administrator. Together we provide highly personalized service. All aspects of our business are aligned to help us better understand and work with our clients to help them meet their unique goals. Making a difference in the lives of our clients and providing an exceptional client experience is our #1 goal!
We would love the opportunity to meet with you to get started on your goals. Please give us a call or email.
My Personal Interests
- Spending Time with Family
Office Address295 Rucker Road
Alpharetta, GA 30004
Phone NumberMarsha K Spear at (770) 754-5018
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