As your Edward Jones branch team, it's important to invest our time to understand what is important to you. As your financial advisor, I use an established process to help you build personalized strategies to achieve your goals. Working closely with you and your CPA, attorney and other professionals, we will partner throughout your life to keep you on track to reach your goals.

I earned a bachelor's degree from the United States Military Academy, a master's degree from Saint Joseph's University and a doctorate in law from Seattle University. In addition, I received the CFP® and AAMS® professional designations. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board's requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP® Board's Fitness Standards for Candidates and Registrants, agree to abide by the CFP® Board's Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

I also hold the General Securities Representative (Series 7) and Uniform Combined State Law Exam (Series 66) registrations, as well as an insurance license.

My wife, Debbie, and I have a daughter and a son. We have lived in Harford County for over 20 years. Active in the community and with a spirit of volunteerism, I am a board member of the Harford County Boys & Girls Clubs and a former president of the Havre de Grace Rotary. I am also a member of the Havre de Grace and Harford County Chambers of Commerce.

Tammy Broderick is my senior branch office administrator. Tammy holds an associate degree from Cottey College. She is committed to providing you with the highest level of service possible.

Focus areas

  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Wealth Strategies
  • Military Professionals & Veterans
  • Retirement Savings Strategies

My Personal Interests

  • Music
  • Hiking
  • Photography
  • Archery

Office Information

Mailing Address

Po Box 338 Havre De Grace, MD 21078

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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