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 help you achieve your goals. Before making investing decisions, I want to understand your goals and the level of risk you're comfortable accepting when investing.

Morgan Peake is my branch office administrator, and she is dedicated to providing exceptional client service. We also are backed by the support and guidance of Edward Jones headquarters associates, who provide us with industry research and expertise.

After graduating from Northern High School, I earned my bachelor's degree in business administration and my Master of Business Administration (MBA) from the University of Maryland at College Park. I received my AAMS® designation in 2016 and the CRPC® designation in 2018.

I grew up in Huntingtown, and my wife and I live there today. I served as an Intelligence Officer in the United States Marine Corps from 1983 to 2007, retiring as a Lt. Colonel. Our sons currently serve as active duty Marine Corps Officers; one as an infantry Captain, and the other as an artillery Lieutenant.

I look forward to working with you to develop a financial strategy to support your current and future goals.

Office Information

Office Hours

Office Hours
WeekdayAvailability
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 By Appointment Only
Sun By Appointment Only
Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More