I have learned that everyone's goals and ideas are unique and precious to them. I approach every person and family with a solution designed for their individual goals.

Financial services was first introduced to me at age 6 by my father. As a business owner (contractor) he knew the importance of making sound financial decisions. Through countless hours of life lessons learning the trade, I was taught that hard work, dedication and honesty are essential to success.

My first memory of earning money came from helping my father install a gas hot water heater. Out of the sixty dollars I earned, 10% went to the church. The remainder was put into a savings account. Over the years, I became fascinated with saving, investing and the various strategies associated with increasing wealth.

Prior to working at Edward Jones, I spent over 17 years working for AT&T; managing hundreds of relationships, managing budgets and helping employees make good financial decisions.

As an advisor, I am proud to serve a diverse group of clients and their families. I regularly work with federal and state employees and small business owners. We work together to create unique strategies to help our clients reach their goals. I enjoy working with hard working people that want to partner to create a strategy for their financial goals.

My team includes Jackie who is a dedicated Senior Branch Administrator with over 14 years of experience with Edward Jones.

Our office uses a 5-step process to make you and your family feel understood, informed and in control while maintaining your privacy and security.

When I am not servicing my clients, I am spending time with my family camping, golfing, fishing or hunting.

If you value personal relationships and personal advice, we will be a good fit. We would love to connect with you. Please contact our office if you would like to talk about how we can partner with you and your family to help you achieve your financial goals.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies

My Personal Interests

  • Archery
  • Fishing
  • Golfing
  • Camping

Office Information

Office Address

751 East Cumberland St Lebanon, PA 17042

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu Closed for Holiday
Fri By Appointment Only
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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