Financial advisory group ranging in solutions from retirement, college savings, insurance and collective wealth management.
By serving the financial needs of individuals, families and business owners, our goal is to create a positive impact on our community that will continue for generations to come. We're accomplishing this by using our established process to develop personalized solutions focused on what's most important to you.
In 2005, I became an Edward Jones client and for the past 15 years experienced our firm's client-first approach. It was clear to me that Edward Jones is a partnership that equips their financial advisors to focus on the individual needs of their clients, families and community.
In 2013, I graduated from Liberty University with a bachelor's degree in psychology: human development and counseling.
Prior to joining Edward Jones, I spent six years in the commercial insurance sector of the financial services industry specializing in non-profit risk management. I loved working with complex risks to tailor programs that met their individual needs in a simplified capacity.
I am proud to have been born and raised in this community; being a graduate of James Wood High School, I enjoy volunteering in the classroom to teach high schoolers the fundamentals of investing. I also volunteer elsewhere teaching a workshop throughout the year and serve on the board of directors for the Northern Shenandoah Valley Audubon Society.
"The Top of Virginia Regional Chamber is an incredibly valuable resource for the Shenandoah Valley..." – Adrienne G. Bloss, PhD, Provost, Shenandoah University.