Edward Jones in La Plata is a solutions-based, full service financial provider offering quality investments, solid retirement planning and preferred insurance options to help our clients achieve and enjoy their financial dreams.

I employ the five-step process to learn and understand your unique financial situation by evaluating:
1. Where are you today?
2. Where would you like to be?
3. Can you get there?
4. How do you get there?
5. How do you stay on track?

All Edward Jones financial advisors complete a comprehensive and ongoing training program.

I hold the Accredited Asset Management Specialist (AAMS®) and Chartered Retirement Planning Specialist (CRPS®) designations. 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. I also have a bachelor's degree from Flagler College, as well as a master's degree from Golden Gate Seminary.

A native of Southern Maryland, I have been married to Dawn for 15 years. Together we have five children and five grandchildren.

At Edward Jones, I'm focused on you. The firm has thousands of people and advanced technology supporting our office so that I can help you reach your long-term financial goals.

Relationships are key, and in my view, meeting face to face builds strong relationships. I meet when it's convenient for you because I recognize the challenging needs of your business and lives.

Focus areas

  • New Investors
  • Business Retirement Plans
  • Entrepreneurs & Business Owners

My Personal Interests

  • Home Improvement
  • Real Estate
  • Soccer

Office Information

Office Address

9375 Chesapeake St Suite 107 La Plata, MD 20646

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

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