Broker Check

Team



 

Deanna LaRue

Senior Wealth Plan Specialist

(770) 420-2954

(678) 298-3028

Deanna LaRue is president of TimeWise Financial, LLC. She specializes in creating a plan of action for individuals who are at near retirement or are facing a career transition.

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Kate Moseley

Wealth Plan Specialist

(770) 420-2952

(678) 298-3028

Kate Moseley is a Financial Paraplanner Qualified Professional™.  Kate’s focus is to help clients create and implement a plan for the future based on the 8 Wealth Management Issues. 

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Jacob Donovan Graduated from Kennesaw State University with a bachelor's degree in accounting. Prior to Joining TimeWise Financial he owned and operated a restaurant and managed an H&R Block.

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Kelly Martin

Client Relations Manager

(770) 420-2954

(678) 298-3028

Kelly Martin has been a resident of Kennesaw, GA since 2004.  Prior to becoming our Client Relations Manager, Kelly spent over 20 years in customer service.

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Matthew Atwood

Investment Strategist

7704202954

7704202954

Matthew Atwood is a Georgia native from Clarkesville, GA. He attended the University of North Georgia where he received a Bachelor’s Degree specializing in Finance. Before his start with TimeWise Financial, he spent time as a...

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Sheri Shearer has been a Georgia resident since 1979. Sheri graduated from Georgia State University with a bachelor’s degree in journalism. Prior to joining TimeWise Financial, she worked in the transportation, financial, and...

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