I was first introduced to Edward Jones by a close friend who saw in me the values and skill set that would translate well to this career. As a former economics teacher and coach, I of course had a strong knowledge of the markets. More importantly, however, I also had a deep understanding of how people learn, which helped me empower my students to think critically and take steps toward reaching their goals. As a financial advisor, I enjoy the teaching aspects that go along with this job, as well as the opportunity to share with clients a path to achieve their retirement plans.

Having the opportunity to help individuals and families with their finances has been personally fulfilling, but the best part of my job is the way in which my clients have shaped my life. They have helped change my perspective and thinking to not only become a better financial advisor, but also a better husband and father – their powerful impact makes me think of them as much more than just clients.

Mary Carey has worked with me for eleven years and has 41 years of financial industry experience. Mary is dedicated to her clients and gets satisfaction from doing a great job for them. She strives to do all she can for the people she serves. She is an awesome teammate! Our clients can expect to receive her best effort in all that she does.

I've been an Edward Jones financial advisor for 15 years and previously was a teacher for 15 years. I completed my AAMS™ designation and CFP® certification in 2011 and 2019. I have a bachelor's from Hope College and a master's in educational psychology from Northern Arizona University. I am active in the Surprise Rotary Club, focusing on helping community schools build programs to develop future leaders focusing on service.

Our office is located on the southwest corner of Reems and Bell in the Macayo's Plaza. We encourage you to stop by to meet our team. The path to reaching your financial goals begins with a single conversation, so let's talk.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Branch Team

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