As part of an estate plan, my grandmother gifted several shares of stock to me as a young man entering college. I was able to work with a financial professional and use the gains from those shares to pay expenses during my first year of college. That experience sparked an interest of how investments work and how careful planning could provide for such things as a college education. In later years, I was able to use investments to help purchase a home and build a business. Those valuable lessons early on were imperative to understanding the importance of working with a professional and how investing money could help achieve multiple goals.

I grew up in Winfield, PA with my parents and younger brother. My father was a science teacher and my mother a nurse. Both had distinguished military careers and were instrumental in shaping my desire to help and teach others. My wife and I have a blended family with five wonderful children, and more recently, we have been blessed with our first grandchild. When I'm not wearing one of my many hats at Edward Jones, I enjoy entertaining family and friends with a passion for cooking and music.

My job as an Edward Jones financial advisor is to understand first and foremost what financial goals are most important for you to achieve. Once we have determined the "what", we'll use an established process to build personalized strategies to help achieve your goals. Throughout your life, we will partner together to help keep you on track.

Having owned and helped several businesses achieve success over 24 years of client service, my practice is uniquely positioned to serve the needs of business owners, employees, and individual investors alike.

Beverly Emmert is my senior branch office administrator and we have partnered together for over seven years. She currently resides in Turbotville, PA, is married with three boys and two grandchildren. Together we stand ready to help you organize, build, protect and transfer your wealth.

Focus areas

  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Wealth Strategies
  • College Savings
  • Retirement Savings Strategies

My Personal Interests

  • Spending Time with Family
  • Cooking
  • Music
  • Home Theater

Office Information

Office Address

30 Baldwin Blvd Suite 80 Shamokin Dam, PA 17876

Office Hours

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

Branch Team

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