As a child, stories were told about my grandparents, who owned a tavern in South Philadelphia, saving money to send all seven of their children to college, while only having a seventh-grade education themselves. My grandmother, Antoinette, was the financial wiz of the family. Saving money, helping family and giving back to the community were ingrained at an early age.

After graduating with a degree in economics, I started a career in banking which led to becoming a financial advisor with Edward Jones. Now, with almost 15 years of industry experience (10 at Edward Jones), I still come to work each day excited about how I can help my clients reach their financial goals. Whether it’s retiring comfortably, caring for your family (young and old), growing your business or planning for your legacy – I will work hard to understand what’s most important to you. I will create a personalized strategy, tailored to help meet your unique goals, and partner with you over the long term to help keep you on track.

Education is important. I hold multiple advanced professional designations including the CFP® and AAMS®. This helps me work with clients with complex needs, alongside their attorneys and accounting professionals.

Terrie Hall, my Senior Branch Office Administrator, also has a 29-year career helping clients achieve their financial goals. Terrie worked with Edward Jones for 9 years and served as a bank manager for 16 years. Terrie is dedicated to providing the highest level of service to our clients.

With our office located in historic downtown Waynesboro, Terrie and I delight in helping our community. We serve on several boards including the Rotary Club, AHMFL, St. Andrew HSO and Mainstreet. Personally, my husband, Bob, is also a financial advisor with Edward Jones. We have a large blended family and we are thankful to live and work in such a great place.

Our office is passionate about helping you achieve your financial goals! Share your story with us today.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Entrepreneurs & Business Owners

My Personal Interests

  • Spending Time with Family
  • Home Improvement
  • Real Estate
  • Volunteering
  • Reading

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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