Our ideal clients are those that carefully and thoughtfully work together towards achieving long-term goals. Those goals may range from preparing for or living in retirement, sending a child to college or considering the impact of estate considerations. As an Edward Jones financial advisor, I believe it is important to understand your unique goals before we invest your money. We will work together to develop specific strategies to help achieve your goals and monitor your progress to make sure you stay on track.

I am blessed to work with Danielle Mears, our branch office administrator. Our team is dedicated to providing the best possible client experience. We have the support and guidance of our Edward Jones headquarters teams in St. Louis that provide advanced technology, industry research and expertise. Our goal is to provide a complete and tailored financial strategy to serve your current and future goals. We look forward to partnering with you to provide the level of service that you deserve and expect. What we value most is the trusting friendship and partnership we have with our clients.

I joined Edward Jones as a financial advisor in 2007. I am an Edward Jones limited partner, perform in a variety of leadership positions and hold both the CFP® certification and AAMS™ professional designation. Prior to working at Edward Jones, I was a federal government information technology consultant. I graduated cum laude from the A.B Freeman School of Business at Tulane University with a concentration in finance. I was born and raised in Maryland and have lived in Anne Arundel County since 2007. When not at the office, I enjoy spending time with my wife and three daughters.

Focus areas

  • Retirement Income Strategies
  • Socially Conscious Investing
  • Wealth Strategies

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri By Appointment Only
Sat Closed
Sun Closed

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