I grew up in Midland, Texas, and graduated from Texas Tech University (Go Red Raiders!) in 2001. A few years later, I returned to school, attending classes at night while I worked full time. In 2010, I received my Master of Business Administration from Hood College in Frederick, Maryland. I spent the next 10 years managing restaurants in Winchester, Virginia, San Antonio, Texas and on Ramstein Air Base in Kaiserslautern, Germany. I'm now happily settled in Virginia's beautiful Shenandoah Valley with my husband, Dan, and our two very bad cats, Sage and Cheddar. Outside of work, you can usually find me next to the campfire at our local campground or catching some live music at a local winery. I've also been incredibly lucky to add Senior Branch Office Administrator Meredith Burgr-Shoup to my team. Meredith has been married almost 20 years to her hubby, Scott, and is a hockey mom to two teenagers, Kat and Jack.

Meredith and I operate a practice focused on serving and guiding women through life's biggest changes and challenges. We partner with our clients to plan for the life they want to live – then we use our extensive resources to help them get there. Our primary goal is that no one would ever leave our office feeling underappreciated or misunderstood. We take our time to get it right.

Let's meet and talk about how I can provide support and guidance to help you reach your long-term goals.

Find me on Facebook or LinkedIn, or give me a call at 540-868-8189.

Focus areas

  • Divorce Finances
  • College Savings
  • Charitable Giving
  • Socially Conscious Investing
  • LGBT Finances
  • Entrepreneurs & Business Owners

My Personal Interests

  • Music
  • Camping
  • Culinary Arts
  • History and Museums
  • Yoga

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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