I have been a financial advisor with Edward Jones since 2009. I graduated from Cairn University with bachelor's degrees in both biblical studies and business administration. In order to better serve my clients, I have earned the CFP® and AAMS® professional designations.
I serve Emmaus and the surrounding communities by building personalized financial strategies for individuals, families and businesses that are designed to achieve their unique goals. I take the time to understand what is most important to each client. I then use an established process to create measurable objectives tailored to their circumstances. Once the strategies are implemented, I maintain regular contact with my clients to inform them of any developments and keep them on track. In order to provide a comprehensive service, I regularly collaborate with a team of CPAs, attorneys and other trusted professionals, always keeping client information confidential.
My branch office administrators, Kara Famularo and Jennifer Melcher, have over 20 years of combined experience in the financial services and law industry and are dedicated to providing the highest level of client service possible.
Within Edward Jones, I am currently a field trainer leader, leading a team tasked with continued financial advisor development and creating a positive, inclusive business climate. Outside of my role with Edward Jones, I am committed to supporting local organizations and the community. I previously served as president of the East Penn Chamber of Commerce, president of the board of the Emmaus Main Street Partners and president of the Emmaus Rotary Club. I have also served on the boards of numerous other organizations, including the Cancer Support Community of the GLV, Emmaus Parks and Recreation Commission, GLVCC Board of Governors, GLVCC Finance Committee, Cairn University ENACTUS and LVHN Board of Associates.
- Wealth Strategies
- Retirement Savings Strategies
- Intergenerational Planning
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Business Retirement Plans
My Personal Interests
- Community Outreach
- Wine Collecting/Enthusiast