At Edward Jones, we value personal relationships based on a deep understanding of your unique financial needs. Taking a holistic approach to your entire financial situation, my team and I work closely with you, your CPA, attorney and other professionals to best determine the most appropriate financial strategy for you and your family. The key to successful investing is to develop a strategy now that can help you reach your future goals. At Edward Jones, every strategy we offer and every solution we recommend is based on what's most important to you.

I came to Edward Jones because I have a passion for helping people, particularly by providing them with confidence in their financial future by understanding their situation and creating personalized strategies to help achieve their goals. I love partnering with families to help them build, maintain and protect their wealth.

My wife and I were born and raised in Montgomery County and are proud to raise our daughter in the same community where we grew up.

My senior branch office administrators, Michelle Risha and Sue Cole, have 43 years of combined experience at Edward Jones and are dedicated to ensuring each client feels welcomed and valued. They can answer all of your administrative questions. They also support the community with their involvement in the National Multiple Sclerosis Society and the Alzheimer's Association.

My goal is to create lifelong partnerships with every client, putting their needs, goals and vision at the center of everything we do. Our branch offers highly personalized service to help us better understand and met our client's unique goals and needs. Please contact us to set an appointment today.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • College Savings

My Personal Interests

  • Community Outreach
  • Golfing
  • Personal Fitness
  • Spending Time with Family
  • Sports Enthusiast

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

Email Me

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