As your Edward Jones branch team, we believe it’s important to invest our time in understanding what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings, so you have more options when you retire, regardless of what you decide to do.

I have been serving clients since 2008 (2008-2010 at Wells Fargo), and 2010 to present at Edward Jones. I hold both my CFP® certification and AAMS™ designation. I was named a limited partner in the firm in 2018.

I am part of the fourth generation of my family to reside in Montgomery County. The community and its needs are very important to me and my family. I have been an active part of several local organizations including chambers, Leadership Montgomery County and my local church. I have been happily married to my wife, Leah, since 2010 and we have a beautiful daughter, Paige (5) and a wonderful son, Brayden (1).

Marla has been serving clients since 2010. She has been a part of the local community since 1998 and is happily married to her husband, Tim. Marla achieved senior branch office administrator status in 2015 and limited partner in 2018. She and Tim are proud parents of their beautiful German Shepard fur baby, Lena.

Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their businesses and their lives. I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact our office to discuss your situation and options.

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Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • College Savings
  • Divorce Finances

My Personal Interests

  • Spending Time with Family
  • Golfing
  • Jogging
  • Fishing
  • Sports Enthusiast

Office Information

Office Hours

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

Branch Team

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