I first became familiar with Edward Jones when I became a client in 1993. Then, after 30-plus years working in the radio broadcasting industry, I had the opportunity to join the firm as a financial advisor. What a tremendous opportunity! The culture and atmosphere of this fantastic company was too good to pass up! And it allowed me to stay in Winchester, VA, a place I have proudly called home for over 30 years. Now, instead of helping business owners with their advertising and marketing plans, I had the privilege to serving clients in a much deeper, more personal manner, by helping them reach their financial goals.

For over 10 years now, I have been deeply serving my clients and helping them reach their goals for retirement, college education savings, wealth protection and transfer and many other long-term financial strategies.

As an Edward Jones financial advisor, it is a priority of mine to truly get to know each client's story. And it is, of course, important for you to learn about me as well. I strive to make sure my clients feel heard and that I understand their unique story. I focus on helping my clients understand the investment world in terms they can understand so they know why I suggest a specific strategy; what to expect from it and how much it is going to cost.

Relationships are key, and I believe that meeting face to face builds strong relationships, even if the face to face is on a screen. We meet when and how it’s convenient for our clients, because we recognize the challenging demands of their lives. Let's start the conversation at 540-722-2780. I look forward to helping you achieve your financial goals.

Focus areas

  • Retirement Income Strategies
  • Insurance & Annuities
  • New Investors
  • Portfolio Reviews

Office Information

Office Address

2270 Valor Drive Ste 101 Winchester, VA 22601

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More