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 May of 2009, I joined Edward Jones as a financial advisor, assuming responsibility for a branch in Virginia Beach. However, my relationship with Edward Jones began much earlier, back 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 back 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 financial 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® certification in 2019 followed by my ChFC® designation in 2021. I am passionate about aligning wealth with values and purpose and continue to seek out new opportunities to do so.

In and out 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
• mentor and leader to newer financial advisors colleagues at Edward Jones.

Edward Jones allows me to achieve these things, but my successes are not accomplished alone. Caleb Brown, a Hampton Roads native, recently joined me as Branch Office Administrator in 2022. I knew Caleb was the right person due to his strong commitment to client service and a history in banking and customer solutions. Together, Caleb and I serve families who value a personal and financial lifelong connection, often spanning multiple generations.

Caleb and I are passionate about what we do and strive to deliver a personalized experience 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 - 05:00PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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