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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Charlie Currie

Tax & Investment Strategist

(770) 420-2954

(678) 298-3028

Charlie Currie is a CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent.  He specializes in helping clients consider and plan around the tax consequences of financial events.

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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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