I strive to improve the financial well-being of my clients by creating financial strategies that provide them with a variety of options to reach their individual goals. Our goal is to make our clients feel connected and informed regarding their investments and our services. We recognize that strong and lasting relationships with our clients and their families is key to our success.
As a financial advisor with Edward Jones, I help individuals and families create wealth-preservation strategies for their financial futures. I also help them simplify their financial lives by offering clarity regarding the investments they own, the fees they pay and how interest rates on debt and taxes on investments can make a difference in their lives.
When working with clients, I focus on two phases of investing; accumulation and distribution. I work closely with them to develop strategies that maximize the accumulation phase with an appropriate level of risk and, as they approach the distribution phase, strategies designed to distribute those in an efficient manner. Whether the goal is financing a child's college education, providing income during retirement or preserving and passing along a legacy, I can provide strategies to help achieve these goals.
I am passionate about working with individuals who value a personal relationship with a local and trustworthy financial advisor. Since I returned to my hometown and joined Edward Jones in 2013, I have been helping clients understand their options.
I graduated from Manchester University with bachelor's degrees in accounting and finance. I have also earned the AAMS® and ChFC® professional designations.
Born and raised in Havre de Grace, I am active in the community and truly dedicated to improving the lives of others. I have served on the board of the Academy of Finance at Edgewood High School, coached soccer for Harford Tech High, am a member of the Susquehanna Lodge 130 of AF*AM, and I am active with my church, The Journey.
- Portfolio Reviews
- Insurance & Annuities
- Estate & Legacy Strategies
- Business Retirement Plans
- New Investors
- Retirement Income Strategies
My Personal Interests
Office Address1039a Pulaski Hwy
Havre De Grace, MD 21078
Phone NumberJared Allen at (410) 939-1621
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