As an Edward Jones financial advisor and CFP® professional in Lancaster County, I have over 13 years of experience in assisting individuals, families and small businesses with achieving their financial goals.
My team and I assist with complex financial scenarios. We believe it’s important to invest the time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals. We will then monitor your progress to help make sure you stay on track or determine if any adjustments need to be made.
And we're not alone – thousands of dedicated Edward Jones associates and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance.
My professional experience includes eight years on active duty as an officer in the United States Navy and, more recently, being the chief operating officer of Lancaster Regional Medical Center. In March of 2021, I retired as a captain from the Navy Reserve.
My wife of 29 years, Susan, and I live in Lancaster city with our two dogs, Nellie and Otter. Our daughter lives and works in Northern Virginia. Our son recently graduated from Northeastern University's pharmacy program and is working as a pharmacist at Brigham and Women's Hospital in Boston.
My education includes an MBA from the University of Texas McCombs School of Business and a mechanical engineering B.S. from the University of Arizona. I also earned my CFP® designation from the CFP Board and an AAMS® certification from the College for Financial Planning.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop a complete, tailored strategy to help you achieve your financial goals.
- Retirement Income Strategies
- Retirement Savings Strategies
- Business Retirement Plans
- Insurance & Annuities
- Socially Conscious Investing
- Military Professionals & Veterans
My Personal Interests
- Home Improvement
- Sports Enthusiast
- Scuba Diving
Office Address341 N Queen St
Lancaster, PA 17603
Phone NumberMike Gillett at (717) 898-2593
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