I enjoy working with people who have a sense of what they want in life, but need a partner to help them create a strategy to get there. I love working with people who value close community relationships. If you are such a person, or operate a small business with that mindset, I look forward to the opportunity to work with you.

I grew up in the Bucks-Mont area and my family has lived in the area for over 300 years. I am a member of Rotary International and serve, or have served, on the board of a number of community organizations. I am an avid runner and have coached for over 30 years at all levels.

I came to Edward Jones with a wide range of experience both as a teacher and as a entrepreneur. I am inspired to use that experience to help like-minded families and small businesses prepare to reach their goals.

Focus areas

  • Socially Conscious Investing
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Portfolio Reviews

My Personal Interests

  • Health & Nutrition
  • Home Improvement
  • Running
  • Social Responsibility
  • Community Outreach

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 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

Branch Team

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