I joined Edward Jones as a financial advisor in 2017. I developed a passion for helping people achieve their financial goals after spending over 13 years in the financial services industry, managing retail banking and consumer lending branches. In 2014, I decided to return to school to pursue my master’s degree at Penn State University. While attending classes, I fell in love with the world of investments. After graduating, I found that Edward Jones was the perfect fit for me to pursue my objective of helping others achieve financial success.

As an Edward Jones financial advisor, my focus is on helping serious, long-term investors achieve their financial goals. I use an established process to help determine what is important to my clients. We work together to develop strategies to meet their goals. Once the strategies are implemented, I partner with my clients for life, maintaining regular contact with them and keeping them on track. When beneficial to my clients, I collaborate with a team of CPAs and attorneys, always respecting client confidentiality.

Jody Paul is my Sr. Branch Office Administrator. She joined Edward Jones in 2000. She is a lifelong Lancaster County resident and has an accounting degree from York College. In her spare time, she enjoys being outdoors, biking, riding her scooter and spending quality time with her husband, Emerson, and son, Matt.

Within my community, I serve as a board member of the Alzheimer’s Association Greater Pennsylvania Chapter and am an active member of the Denver Lions Club and the Northern Lancaster County Chamber of Commerce. I also enjoy volunteering in numerous capacities with Junior Achievement of South Central Pennsylvania. I was born and raised in Lancaster County and am proud to call it home. In my spare time, I enjoy playing golf, fishing, playing guitar and spending time with my wife, Heidi, and our two daughters, Abby and Riley.

My Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Golfing
  • Fishing
  • Music

Office Information

Office Address

1828 N Reading Rd Stevens, PA 17578

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 06:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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