I came to Edward Jones in 2016 to do just that, to help individual investors work towards achieving their financial goals. I was born and raised in a small town on the Eastern Shore of Virginia, where my family still resides and I enjoy visiting often. I studied at University of Virginia in Charlottesville, where I graduated with my bachelor's in 2013. In addition, I received the CERTIFIED FINANCI
AL PLANNER™ certification in 2023.Though I love Charlottesville, it was too far from family. Poquoson is my home away from home, complete with the small town feel and salt air smell I love. My husband, Jonathan, and I have two fur babies, Millie and Cali. We all greatly enjoy camping, boating and spending time with friends and family across Virginia and North Carolina. I also enjoy volunteering through the Junior League in my spare time, as well as making some stained-glass projects. Katherine joined the team in 2022, and enjoys spending her free time with her cat, Agnes. She likes spending time outdoors and on various crafts. She is a Navy veteran, and grew up in Northern Virginia where her family still resides. Now that you know a little bit more about me, I'd love the opportunity to learn more about you! I believe it’s so important to understand your individual goals and needs before you invest your money. This allows me to develop an investment strategy geared toward your unique, long-term goals. Working closely with you, your CPA, your attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. Whether you need to save for a child’s college education, reduce taxes or plan for retirement, I can help. Give us a call to schedule an appointment today.
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