As an Edward Jones financial advisor, I enjoy developing long-term relationships with our clients. Together, we take time to understand you and your financial objectives, before you invest your money. Once we’ve identified your goals, we teach. Education is the best way to empower our clients to make sound long-term decisions, because investing is a marathon, not a sprint.
After the Army, I attended Towson University to become a high school English teacher. While teaching, I developed a relationship with my Edward Jones financial advisor. After a couple of years, I realized that my passion was for helping others understand and achieve their financial goals.
We use a defined process to build a customized financial strategy, to help you build towards your retirement, achieve education goals, prepare for the unexpected and plan for your estate. Once that strategy is in place, our team creates a purposeful contact plan that works best for you.
We embrace the opportunity to serve, by helping you feel understood, informed, in control and secure about your future. We look forward to partnering together to keep you and your family on track with what’s most important to you.
Dan Calloway – financial advisor: I am blessed to love what I do and live in a community I care about. My wife, Michelle, and I have two wonderful sons, Noah and Landon. Our family enjoys traveling, cooking, sports, books, movies and playing with our dog, Yogi.
Cathy Herbert – senior branch office administrator: My husband, Doug, and I are proud of our children, Zachary and Karla. We enjoy spending time outdoors with friends and family. Our sweet and energetic golden-doodle, Willow, keeps us entertained.
Michelle Dickmyer – branch office administrator: My husband, Carl, and I are blessed with our teenage son, Wyatt. We love camping outside of Bedford, PA. We have Bella the dog and Lulu the bunny. We enjoy all types of cooking, from grilling to baking, and love sharing meals with good friends.
Phone NumberDan Calloway at (717) 741-4219
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