Financial markets challenge us all. The economy goes through cycles, global events affect the market and tax laws change. Given these complexities it is critical that you have investments tailored to meet your needs. I want to know what is important to you before you invest your money. Working closely with you, your tax and legal professionals, I will use an established process to build a personalized strategy to help you reach your goals and partner with you throughout your life to help keep you on track.

I held several management positions with DuPont, Sterling Diagnostic Imaging and Agfa prior to becoming a financial advisor with Edward Jones in 2000. Clients draw on my experience as a leader, a consultant and as a financial advisor to help their families with wealth strategies to support themselves and those they care most deeply about.

I earned my bachelor's degree in chemistry from Virginia Tech, and in 2009 I received the CFP® professional designation. The Certified Financial Planner Board of Standards Inc. awards the CFP® certification to individuals who pass the CFP® certification examination, who meet the board's requirements for professionalism in financial services, agree to abide by the CFP® Board's Code of Ethics and Professional Responsibility, and comply with the Financial Planning Practice Standards.

My wife, Martha, and I have three children and five grandchildren. Originally from the Philadelphia area, Martha and I have lived in Zirconia since 1997.

My registered senior branch office administrator, Vivian Adams, has 18 years of experience and is dedicated to providing the highest level of service possible. With advanced technology and support from our home office associates, our team is committed to provide you with excellent personalized service to understand and meet your unique goals and needs.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews

Office Information

Office Hours

Office Hours
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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