As your Edward Jones financial advisor in Lititz, I possess over 30 years of experience assisting individuals and families with their financial needs. My team and I believe it is important to invest our time to understand who you are and your unique goals before we help you invest your money. Working closely with you, your CPA, attorney and other professionals, I can assist you with determining the most appropriate financial strategies for you and your family. With services ranging from retirement, estate consideration, gifting and wealth transfer, my team and I offer experienced, capable and individualized services.
My work experience includes being an officer in the United States Air Force from 1985-1992, and a financial advisor with Edward Jones since 1992.
My education includes a Master of Business Administration, Oklahoma City University; Bachelor of Arts, Virginia Military Institute; AAMS™ designation; General Securities Representation (Series 7); Uniformed Securities State Law (Series 63); and Uniformed Combined Law (Series 66).
I have qualified to attend the Edward Jones Annual Managing Partner's Conference in 2009 and 2011 through 2022, an honor reserved for the firm's top 350 financial advisors.
Personally, my wife, Julia, and I have been married 37 years and have two daughters, three grandchildren and two hunting dogs. My interests include fly-fishing, bird hunting and reading.
My branch team includes two Senior Branch Office Administrators, Janine Riley and Amanda Hofmann, possessing over 27 years of combined experience. They are dedicated to providing our clients with exceptional service and attentiveness to your needs. Call them with questions concerning appointment scheduling, statements, dividends, stock certificates or general account questions.
We are process oriented, ensuring our clients receive informed recommendations based on their risk tolerance, life stage and objectives.
By appointment only.
- Estate & Legacy Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Portfolio Reviews
- Entrepreneurs & Business Owners
Phone NumberMichael Hulyo at (717) 627-3409
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