I love helping individuals and families imagine their future — five years from now, into retirement, and the legacy they want to leave — then building a personalized strategy to make that vision real. My path to becoming a financial advisor began close to home, helping my parents navigate their retirement. Seeing the impact of a trusted advisor, and hearing similar stories from lifelong Edward Jon
es clients, inspired me to join the firm in 2023. It’s where my husband, Aaron, and I have built our life over the past 26+ years, raising our children — Elias, Juliana, and Lexus — and now enjoying our growing family, including bonus granddaughters Olivia and Charlotte. We’re savoring our “almost empty nest” years with Sunday family dinners, dog-friendly travels, and time with our many nieces and nephews. I’m proud to serve through the Mt. Jackson‑Edinburg Rotary, Open Door Food Pantry, Mount Jackson Community Garden, and the Shenandoah County Chamber. In 2024, we welcomed Heather Kerns as our Branch Office Administrator. A Shenandoah Valley native, Heather brings warmth, dedication, and a passion for helping others. She lives in Strasburg with her husband, Casey, and their daughter — her greatest joy. Whether you’re preparing for retirement or already living it, I’m here to listen, guide, and walk beside you every step of the way.
� 540‑477‑9035
� 5421 Main Street, Suite 100, Mount Jackson, VA 22842
Let’s start the conversation.