As an Edward Jones financial advisor, I believe it is important to invest my time to understand what you are working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.

A graduate of Virginia Commonwealth University, I hold a Bachelor of Science degree in accounting. In addition, I worked as a certified public accountant from 1986 to 1998 (currently non-practicing) and I am a member of the Richmond Chapter of Certified Public Accountants. I hold Series 7, 63, and 65 registrations and an insurance license.

I continued my career as a financial advisor with Edward Jones in 2006 and have over 20 years of experience in this capacity, in addition to 12 years in finance, accounting and taxation. I also became a limited partner with Edward Jones in 2014.

I am a lifetime resident of Richmond, VA. A few of my favorite activities include mountain hiking, kayaking, singing and volunteering for my church and homeowners association.

I partner with my senior branch office administrator, Laura Baxter, as well as my other branch administrators, Brandi Andrzejewski and Mary Ann Bernard, who have a combined experience of 28 years. We are dedicated to providing you with highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.

Focus areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities
  • College Savings

My Personal Interests

  • Cycling
  • Hiking
  • Volunteering
  • Art & Theater
  • Dancing

Office Information

Office Hours

Office Hours
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

Branch Team

Email Me

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

Weekly market wrap

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

Learn More