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Specialties
Throughout my life, helping others has been an integral part of who I am.
In 2003, I chose a career in the financial services industry because I believed I could make a difference in the lives of families in my community, and I joined Edward Jones in 2023 because I discovered their core values aligned with mine. As an Edward Jones financial advisor, it is a priority of mine to truly get to know each client's unique story. I start every conversation by listening to you to ensure I understand what is most important to you. I then work through our established process to help you define your goals and partner with you to help keep you on track over the long term. My goal for every interaction is to add value to the financial life of each of my clients, to care, to empathize and to be there in times of great joy and great concern. My ideal clients are those who want to carefully and thoughtfully work toward financial goals that range from preparing for or living in retirement, to sending a child/children to college or estate considerations. There are so many questions surrounding the topics of retirement and income distribution, social security, wealth protection and college savings. Having a personal relationship with a financial advisor you trust can make a significant difference as we work to make these complex topics easier to understand. In December 2022, as a personal commitment to myself and those I serve, I earned a Shepherd University Regents Bachelor of Arts degree and obtained the CFP® certification from the CFP® Board. Outside of the office, I enjoy spending time with my husband, two daughters and our beloved Golden Retriever. You can often find us camping, hiking, kayaking, running or attending one of the many events our children are involved in, including volleyball, 4H, track and countless other extracurriculars. My senior branch office administrator, Karen Waugh, has over five years of experience with Edward Jones and together, we strive to provide the highest level of service possible. We are fortunate to be able to serve the Shepherdstown community and are eager to help more people. I invite you to experience the Edward Jones difference: face-to-face meetings, convenient scheduling and one-on-one relationships. We also meet clients by web conference. It all begins with a conversation, so give us a call or stop by to get started.
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Always free for clients.
ChFC®, CRPC™
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
https://www.edwardjones.com/us-en/disclosures