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 help 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® certification and AAMS™ designation. 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.

And, we are not alone. We are supported by thousands of Edward Jones team members leveraging advanced tools and support so we can help ensure you receive the most current and comprehensive guidance. Working together, we can help you develop a complete, tailored investment strategy to help you achieve your financial goals. Schedule a call and let's discuss your financial goals.