Helping you identify what is important to you and then partnering with you to achieve those goals is at the core of my practice. Money is only one of many tools that a family can use to get closer to achieving life goals like a comfortable retirement or saving for education. Edward Jones has a culture of personalized care and attention to each individual client that is unsurpassed in our industry. Our entire team is focused on making a difference in the lives of our clients.

I joined the firm in November of 2008 and learned immediately how serious Edward Jones is about taking care of our clients. The spirit of partnership runs throughout our firm, with our clients, with the communities we serve and with each other professionally inside the firm. In 2015, I proudly accepted the opportunity to become a limited partner with the firm.

Harford County, MD, has been my home for over 30 years. My husband, Ron, and I are active members of Oak Grove Church where we serve in several vibrant ministries. I believe in community involvement and volunteer with PTA, local chambers of commerce and more. In the past, I have served on the Harford County Board of Education. Additionally, I am a graduate of the Harford County Leadership Academy.

Kari Davis joined my office as my branch office administrator in March 2020. She is available to help with any and all administrative matters. She makes her home in Harford County with her husband, Scott, and two children. Kari enjoys sewing, reading, gardening and time with her family.

People who are interested in carefully and thoughtfully working toward their financial goals are my ideal clients. Goals like preparing for or living in retirement, helping save for education for someone special or preparing for the unexpected. I address these goals with an individualized, tailored plan using an established process.

Allow me to help you with what is most important to you. Please call 410-878-1470 to start the conversation.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Military Professionals & Veterans
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Business Retirement Plans

My Personal Interests

  • Volunteering
  • Sewing
  • Swimming
  • Wine Collecting/Enthusiast
  • Movies & Entertainment

Office Information

Office Address

218 South Union Avenue Havre De Grace, MD 21078

Mailing Address

Po Box 338 Havre De Grace, MD 21078

Office Hours

Office Hours
Weekday Availability
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 By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

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