At Edward Jones, every strategy we offer and every solution we recommend is based on what's most important to you. Once we understand your priorities and financial goals, we use an established process to build personalized solutions and partner with you to help keep you on track. We provide exceptional service and treat our clients as we would want to be treated.
I joined Edward Jones as a financial advisor in 2006 and moved to the Middletown, MD branch in 2007. I became a limited partner in 2014.
I graduated from California State University-Chico in 1984 with a B.S. in electrical/electronic engineering. I earned an MBA from the University of Nevada-Reno in 1990. In addition, I received the AAMS® professional designation in 2008.
Originally from California, I have lived in Frederick County since 1998. My family and I have lived in Middletown since 2011.
I am a founding member of the Middletown Area Chamber of Commerce (MACC) and have served as the financial director since its formation. I am also a member of the Middletown Lions Club.
My branch office administrators are dedicated to providing you with the highest level of service possible. Please don’t hesitate to call them with questions concerning your statement, dividends, stock certificates or your account in general.
At Edward Jones, we're focused on you. We provide the investments, services and tools our clients need to work toward their financial future. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.
- Retirement Income Strategies
- Insurance & Annuities
- Wealth Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Divorce Finances