As an Edward Jones financial advisor, my purpose is to identify what is most important to you, both financially and personally, in order to set attainable goals and build personalized, financial strategies to achieve them. As we set these strategies in motion, we remain a team, committed to tracking your progress and working together to protect and grow your wealth.

I have worked as an Edward Jones financial advisor since 2013. I participate in mentoring new financial advisors and currently operate as the performance leader for our region. I graduated from Gwynedd Mercy University with a bachelor's degree in business and completed my MBA in finance at DeSales University in 2010. Since then, I have also earned both my CFP® certification and AAMS™ designation.

In my community, I served two terms as chairman of the board for the chamber of commerce for Greater Montgomery County and served as the immediate past chair in 2022. I also previously served as a board member for the North Wales Area Library and the Gwynedd Mercy University Alumni board. Currently, I serve on the board of Laurel House, an agency dedicated to ending domestic violence. Throughout the year, I spend several evenings volunteering as an instructor of investment education for the North Penn Community Education Program. Furthermore, I have stepped into the role of Pennsylvania representative for the Edward Jones Grassroots Task Force so that I may be a mouthpiece for the voices of my clients and the individual investor on Capitol Hill.

Ultimately, I enjoy the time I spend actively engaging in my community and giving back to the organizations that helped shape my life.

I was born and raised in North Wales, PA, and I met my wife in eighth grade at Penndale Middle School. We now live in Upper Gwynedd Township and have three wonderful children.

My branch office administrator, Shawna Steward, graduated magna cum laude from Susquehanna University and lives in Sellersville with her husband and two cats. Please call her if you are looking for more information or have questions about our services.

Our mission is to create deep and lasting relationships with those who choose to partner with us, each one rooted in trust and shared values. We want our clients to rely on us and know how honored we are to serve them.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies

My Personal Interests

  • Archery
  • Golfing
  • Music
  • Camping
  • Football

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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