I joined Edward Jones in 2009 after graduating from Cairn University with degrees in biblical studies and business administration. To better serve my clients, I have earned the CFP® and AAMS® certifications. I am the recruiting leader, market opportunity strategy leader and developing leadership opportunities leader within our region at Edward Jones.

I focus on building personalized financial strategies for individuals, families and businesses that are designed to achieve their unique goals. I take time to understand what is most important to them and use an established process to create tailored objectives. Once these strategies are implemented, I maintain regular contact with my clients to inform them of any developments and keep them on track.

I grew up in Bucks County where I met and married my high school sweetheart, Stacey. We have a beautiful daughter, Rory, and two dogs, Macy and Remi. When I am not spending time with my family, I enjoy traveling, fishing, golfing and other outdoor sports.

My team includes Kara and Jennifer, who have over 20 years of experience in the financial and law industries and are dedicated to providing an exceptional level of service. Kara is a graduate of Kutztown University with a bachelor's degree in business. She lives in Emmaus with her husband, Chris, her two boys, Aaron and Aiden, and cats, Simba and Nala. Jennifer grew up in Texas where she attended Texas State University before moving to Pennsylvania to marry her husband, Joey, of 28 years. Their daughter, Melaina, is studying finance at Syracuse University and their son, Chase, is in high school and interested in becoming a history teacher.

In the true spirit of Edward Jones, I am committed to giving back to the community. I served as president of the East Penn Chamber, Emmaus Main Street Partners and the Emmaus Rotary Club and served on the board of other organizations such as GLVCC Finance Committee, Cairn University ENACTUS and LVHN Board of Associates.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Business Retirement Plans

My Personal Interests

  • Community Outreach
  • Fishing
  • Hockey
  • Traveling
  • Wine Collecting/Enthusiast

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

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