As an Edward Jones financial advisor, I want to understand what’s important to you. Through established processes and personalized strategies, we will partner together throughout your life to keep you on track to meet your goals. Our branch is focused and committed to providing exceptional client service and working closely with our clients' families, CPAs and attorneys.

I was a client first at Edward Jones before becoming a financial advisor in 2007. During my Edward Jones career, I've held a variety of regional leadership roles. I currently serve on the firm's Investment Policy Advisory Council (IPAC).

I am a firm believer in helping the community I serve. With a special focus towards the special needs community, I now serve as a board member on Pathfinders for Autism in Maryland. Prior to this, I have served as president of the board of directors of the Maryland Theatre for 10 years leading its Performing Arts Complex building initiative. I've served on the Washington County Museum of Fine Arts, United Way, Hospice and Barbara Ingram School for the Arts. Married since 1981, my wife, Deborah, and I have three children and four grandchildren.

In 2015, I became a limited partner with Edward Jones. In 2016 and 2019 I was selected by my peers as the Ted Jones Spirit of Caring Award recipient. This award exemplifies the values, culture and spirit of helping others. In addition, I hold the AAMS™ professional designation from the College for Financial Planning and earned a degree in business management with National Louis University.

Our branch remains devoted to ensuring every client feels welcomed and valued. Please do not hesitate to contact us with questions regarding investments, retirement planning, insurance or any other aspect of your financial picture.

Focus areas

  • Special Needs Financial Considerations
  • Business Retirement Plans
  • Insurance & Annuities
  • Retirement Income Strategies
  • Military Professionals & Veterans
  • Portfolio Reviews

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Branch Team

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