In 2002, I began my Edward Jones career as a financial advisor in York, PA. As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, enrolled agents, 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 strategy so you have more options when you retire, regardless of what you decide to do.
In 1998, I earned a Bachelor of Science degree from The Pennsylvania State University in State College, PA. I received the AAMS® (Accredited Asset Management Specialist™) professional designation in 2006. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
My wife, Emily, and I are both York County natives and have two children.
My Senior Branch Office Administrator, Cyndi Dunlap, has been with Edward Jones since 2003 and is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on Cyndi with questions concerning your statement, dividends, stock certificates or your account in general.
We strive to provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.
Focus areas
- Insurance & Annuities
- Wealth Strategies
- Retirement Income Strategies
Focus Areas
- Insurance & Annuities
- Wealth Strategies
- Retirement Income Strategies
Office Information
Office Address
98 Theater LaneYork, PA 17402 opens in a new window
Phone Number
Jamin A Lauer at (717) 755-4495Branch Team
- Cyndi Dunlap
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Connect on Social
Branch Team
- Cyndi Dunlap
- Sr. Branch Office Administrator
Branch Team
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