I believe finances touch nearly every aspect of our lives, from saving coins in a jar as a kid to saving for retirement as an adult. As our lives evolve and change, so do our goals. I came to Edward Jones because of my desire to help individual investors work toward achieving their financial goals. I take the time to understand what's important to you before investing your money.

Prior to joining Edward Jones, I was a director of finance and taught personal finance classes. I hold a Bachelor of Science from Eastern Michigan University and an M.B.A. from University of Phoenix. In addition to my degrees, I have earned the CERTIFIED FINANCIAL PLANNER™ certification and AAMS™ designation.

Originally from Michigan, I have lived in Georgia for over 15 years. I am active in the community through being past president of Greater South Cobb Kiwanis Club and serving on the boards of my church, National Association of Women MBAs and Jonquil Garden Club. I am also a member of the South Cobb Business Association. By far, my most gratifying role is that of mother and wife. My husband and I have two adult sons.

Essence Lofton is my branch office administrator. She's originally from NY and is a creative at heart. She loves to travel and enjoy fine cuisine. She has years of experience working with small business owners and helping families.

We welcome the opportunity to assist with:
- retirement strategies
- comprehensive portfolio reviews
- financial solutions for business owners

Call our office to explore the most appropriate strategy for you and your family.

Office: (678) 567-0541
Email: [email protected]

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Charitable Giving

My Personal Interests

  • Tennis
  • Sports Enthusiast
  • Community Outreach

Office Information

Office Hours

Office Hours
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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More