After finishing my extended education, I started to evaluate a new career path. My desire was to help families and the community by being a resource to others. This desire to serve lead me to Edward Jones. It fills my cup to help others in some of the best and most challenging times in their lives. We have had some dear clients pass. Being able to deepen relationships with their family by educating them on how to navigate legal, tax and investment concerns has led to some special moments.

Since 1999, we have worked with families to plan for a successful retirement, as well as address various business, college and insurance concerns. Using an established process to understand where you are and want to be, we help to educate, organize and navigate financial complexities.

I have obtained my Series 7 and Series 63 registrations, insurance license and serve clients in numerous states. Additional studies through Edward Jones lead to the AAMS® professional designation. My professional development has included serving Edward Jones and our region by holding numerous leadership positions.

Sara Amodio is our Branch Office Administrator. We both share a strong desire to serve others. Her calm presence, patience with others and focus is an asset to our business. Sara's capabilities help to diligently drive our processes and adjust to our changing world. She has joined our branch with 10 years of experience in banking and mortgage lending. Sara has a passion for education and is looking forward to continuing her extended studies.

Please reach out to us for an initial conversation to determine if we are a good fit for your needs. Blessings.

Focus areas

  • Retirement Income Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Wealth Strategies

My Personal Interests

  • Golfing
  • Community Outreach
  • Traveling

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

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