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We exist to serve our community by helping families and business owners strengthen their financial futures by organizing, growing, protecting and transferring wealth optimally.
As your Edward Jones branch team, Joe, Sally, and I believe that before you invest your money, we should invest our time and energy in understanding your aspirations. We work with you and your CPA, attorney and other professionals to help determine the best financial strategy.
I also find fulfilment in applying my skills, background and interests in ways that benefit the community. I’m a trustee at Shenandoah University and a member of the Investment and Endowment Committee. I work directly with students in the university’s leadership and mentoring program. I’m on the board of the economic development authority (EDA) of the City of Winchester and the finance committee of the Top of Virginia Regional Chamber of Commerce. As a Rotarian, I think globally, as well as locally. A former deacon in my church, I now chair the missions committee.
The human touch is essential to us. One-size-fits-all may be fine for some investors, but we believe investments should be tailor-made and not generically based on guidelines for someone your age or at your stage of life. Whether you need to plan for retirement, prepare for the unexpected, pay for education or deal with estate matters, we offer solutions suited to all your financial goals.
"The Top of Virginia Regional Chamber is an incredibly valuable resource for the Shenandoah Valley..." – Adrienne G. Bloss, PhD, Provost, Shenandoah University.