Partnering with serious, long term investors to help achieve their personal financial goals. With over 19 years of experience in the financial industry, I've earned the CEPA® designation. I have a passion for helping people achieve their financial goals and lives the lives they have always imagined. Since 2021, I have operated my own financial practice with the mission of serving all clients who a
re committed to improving their long-term financial futures. Edward Jones—including its industry-leading support and resources—allows me to serve my clients in a personal way. At the outset of every client relationship, I work to understand what is most important to the families and business owners I serve. Using an established process, I help my clients develop goals and create personalized strategies designed specifically to their situations. By partnering with my clients and emphasizing accountability, I am able to both update their strategies as their lives develop and keep them on track in all stages of life. Throughout the process, I’m committed to explaining complex investment concepts in simpler ways to empower my clients to make decisions with confidence. My clients can expect three takeaways from every conversation:
1. Why I am suggesting a certain investment or strategy
2. What degree of volatility and return you can expect
3. How much it will cost
Outside of the office, I love giving back to the community. I am an active member of the PTA, the Isle of Wight Chamber, the Women's Club of Smithfield, and the Beverly Hills Garden Club. I was born and raised in Virginia Beach, where my father worked for NDAP and my mother was the CEO of a credit union. I now call beautiful Smithfield, Virginia home. My husband, Dru, is a member of the military, and we have two sons, Jacob and Noah, a cat, Charlie, and a French Bulldog, Belle. In my free time, I enjoy spending time outdoors, having movies nights with my family, and traveling. I am proud to serve an incredible group of clients and their loved ones in multiple states. To learn more about how I can help you achieve your financial goals, contact my office today. (757) 356-5737
[email protected]
Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.
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