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The Yeomans Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

The Yeomans Team

Penny Rolle*

Office Manager

770-427-5227

770-919-2076

As Office Manager, Penny is responsible for all organizational operations for the company. She uses her leadership skills to ensure a high level of service to the team and our clients. Since joining the firm in 2007, she shares a...
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Jeri P. Brown*

Vice President of Operations

770-427-5227

770-919-2076

Jeri has been with Yeomans Consulting Group since 2000. She provides team leadership and directs the office administrative duties for the company. She oversees client service needs, administers compliance issues and helps our team...
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Carly Durst*

Director of Marketing and Brand Management

770-427-5227

770-919-2076

carly@yourretirementcoach.com

A Georgia native and Georgia State University graduate with a Bachelor of Business Administration in Marketing, Carly Durst is an experienced Marketing professional with an eye for growing firms' brand awareness and engagement in the...

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Roxane Dimon

Financial Planner

770-427-5227

770-919-2076

With nearly 20 years of experience in banking and finance, Roxane Dimon was called to do more. She strives to help people reach their goals of living without financial worries, maintaining financial independence and helping to empower them.

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Allie Coburn*

Front Office Administrator

770-427-5227

770-919-2076

A Marietta native and Kennesaw State University graduate, Allie Coburn was drawn to Yeomans Consulting Group by the firm’s passion for helping people and team dynamics. She instantly felt a connection to the Yeomans team and...

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Kayla Whitaker*

Client Service Executive

770-427-5227

770-919-2076

Yeomans Consulting Group was proud to have Kayla join the Yeomans Consulting Group team in July 2017. Her duties include: processing client service paperwork, data gathering, creating illustrations, prepping appointments, and serving...
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Sam Wright

Client Service Executive

770-427-5227

770-919-2076

Sam Wright joined the Yeomans Consulting Group team at the end of 2018. As a Client Service Executive, Sam strives to create the greatest client experience possible. He has been working in the Financial Services Industry for 6 years....
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Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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