EXPERIENCE AND BACKGROUND

I joined Edward Jones in 2017 after more than a decade in sales and management. Being an Edward Jones financial advisor gives me a great opportunity to do what I love: teach. By getting to know my clients and understand what's important to them, I help them to make informed financial decisions.

From my first customer service job, I felt connected to helping people reach their goals. This passion continued into my career in management and sales, and through wealth building and personal finance.

In 2018, I earned the Accredited Asset Management Specialist™ (AAMS®) designation*, furthering my commitment to provide knowledgeable financial guidance to my clients.

I also enjoy serving my community on the Botetourt County Chamber of Commerce Board of Directors, as past president of Daleville Lions Clubs International and with Juvenile Diabetes Research Foundation's Camp Too Sweet and the Roanoke Valley's JDRF annual walk.

* The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

Focus areas

  • Wealth Strategies
  • Business Retirement Plans
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning

Office Information

Office Address

5 West Back Street Suite 102 Fincastle, VA 24090

Mailing Address

P O Box 767 Fincastle, VA 24090

Office Hours

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