At Edward Jones, we focus on serving the financial needs of individual investors of all ages and financial means. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today’s complex marketplace.

I started in the financial services business in 1985 and became registered as a financial advisor in 1986. I hold the professional designations of AAMS™, CLU®, ChFC® and CRPC™ as well as the CFP® certification. I have been with Edward Jones since October 2006 and am also a limited partner of the firm.

My spouse, Mark, and I have lived in the Bradford area since 1985. We have four adult children with whom we enjoy traveling and spending time at our cottage on Chautauqua Lake. Our rescue dog, Miya, is a Great Pyrenees (Pyrenees and St. Bernard mix). Tucker, our Cocker Spaniel, joined the family in January, 2022.

My branch office administrator, Debbie Graves, has been with Edward Jones since 2009 and is dedicated to providing you with the highest level of service possible. She, too, is a limited partner of the firm. Courtney Clarke, branch office administrator, joined us in September 2022. Please don’t hesitate to call on Debbie or Courtney with questions concerning your statement, dividends, stock certificates or your account in general.

We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.

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I look forward to meeting with you soon!