My interest in investing began earlier than you might think. I credit my grandmother, with whom I was close, after she explained how she received dividends from stocks and mutual funds. I was fascinated that there was something that I could "own" that would pay me.

In 2009, I joined Edward Jones as a Financial Advisor, assuming responsibility for a branch in Virginia Beach. However, my relationship with Edward Jones began in 2000. My husband, Mark, and I were looking for a financial services firm to guide and educate us; a firm that would partner with us in developing our financial goals. In 2008, the Navy brought us to Hampton Roads when our son, Colin, was just 2 years old. I had developed a keen sense of what I wanted to accomplish. That's when it became time for me to "hop the desk" at Edward Jones from client to advisor.

Many things make my life at Edward Jones rewarding. I am a financial pillar of strength for my family. I want to make a positive, lifelong impact on the lives of others, both financially and through service which led me to achieve my CFP® designation in 2019. My family and I are avid worldwide travelers.

Outside of the office, I pursue volunteerism in many ways such as
• scholarship and membership chairperson, Bayside Lions Club,
• planning committee, Coastal Virginia Walk to End Alzheimer's,
• active member, Financial Planning Association of Hampton Roads, and
• affiliate member, Collaborative Divorce Solutions of Tidewater.

Edward Jones allows me to achieve these things, but my successes are not accomplished alone. Judy Reed, a Hampton Roads native, joined me as Branch Office Administrator in 2011. I knew Judy was the right person due to her strong commitment to client service and a history in banking and customer solutions.

Together, we are passionate about what we do and who we serve, delivering personalized service to our clients and their families.

Focus areas

  • Retirement Income Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Special Needs Financial Considerations
  • Divorce Finances

My Personal Interests

  • Personal Fitness
  • Spending Time with Family
  • Traveling
  • Volunteering
  • Wine Collecting/Enthusiast

Office Information

Office Hours

Office Hours
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing
Request an Appointment

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