Edward Jones is a financial-services firm dedicated to serving the needs of individual investors and small businesses. Whether they’re working, retired, business owners, families or individuals, all clients across the spectrum of wealth have unique goals. Partnering with me means you share your goals, your hopes and your fears, and we create a strategy and help you make investment decisions that h
elp you feel secure on the path to achieving your goals. Together we will take the steps to help bring you closer to what is important. Since my teens, I’ve had an interest in financial services and investing. It is important to me that I am helping people learn how to understand those things for themselves. Prior to becoming a financial advisor in 2020, I worked in the insurance industry for 20+ years with a life insurance carrier educating and supporting individuals who sold our insurance, annuities and long-term care products. During that time, I held securities and insurance licenses as well as became a Certified Long-Term Care Professional. So, if it’s experience you’re looking for, I have a background that you can trust. With my home and office in Virginia Beach, VA, my hometown in Lynchburg, VA and previous resident of Tampa, FL, where I obtained my bachelor's degree from University of Tampa, I serve clients from across the region, state and country. My favorite pastimes are activities with my family, friends and fur babies - Oliver (Maltese) and Maximilian (a.k.a. Max who is a Yorkie). I also enjoy outdoor activities such as Kayaking, hiking and cruising down the boardwalk on my beach bike – living the beach life. Making sound financial decisions for your future starts with a discussion about you.
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