Since I started at Edward Jones in 2000, with a new branch office in Millsboro, DE, I embraced a mission to bring practical financial solutions to my area. I strive to provide financial education as well - because that knowledge is the foundation to making good choices with money. Regarding my own education, I attained FINRA Securities registrations, the Accredited Asset Management Specialist* designation and an MBA from Wilmington University.

Jan Ezell and Michelle Gerlitzki, branch office administrators, and I enjoy client conversations about family and the "dreams" their money will provide. We strive to provide exceptional customer service to serious, long-term investors. Our goal is to help families be good stewards of their financial resources. I focus on serving the unique needs of the retired community by listening to what is important to them, and using an established process to build personalized strategies that help maintain their lifestyle. Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it is convenient for our clients because we recognize the challenging needs of their business and their lives.

This career allows me to actively give back to our community through the Indian River Senior Center (Director), Lions Club eye screening project (all Kindergarten children) and eyeglass supply program (50-plus individuals each year); and through the Chamber of Commerce's various community and business projects. Personally, I especially enjoy restoring old trucks, volleyball and hunting. My family has been in this area all of our lives, and obviously believe this is a fantastic place to live, work, play and retire!

* 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.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Insurance & Annuities
  • Portfolio Reviews

My Personal Interests

  • Spending Time with Family
  • Car Restoration
  • Genealogy
  • Hunting
  • Volleyball

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

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