Edward Jones Investments
"Edward Jones Investments"
As an Edward Jones financial advisory, I focus on serving the financial needs of individual investors of all ages and financial means. I have built my business by treating my clients as I would want to be treated, a simple idea that still makes sense in today’s complex marketplace.
My primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals. Whether you need to save for a child’s college education, reduce taxes or plan for retirement, I can help.
I attended The College of William and Mary in Virginia and graduated with a Bachelor of Science degree in chemistry. I earned dual master degrees in chemistry (Univ. of Delaware) and business finance (Temple).
I have worked in business, sales and finance for the past 18 years and have transitioned that knowledge and experience to help my clients achieve their financial goals.
My wife and I have lived in the North Wales area for 16 years and are raising our two boys, Rafe (10) and Gage (7), here. I am an active member of the community, serving as a board member of the Lower Gwynedd Business Association, a committee member of the Montgomery Township Autumn Festival and an active member of the Pleasantville UCC.
As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate long term financial strategy for you and your family.
But I don't do it alone. My branch office administrator, Karen Rogers, has four years of experience with Edward Jones and is dedicated to providing you with the highest level of service possible.
Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it’s convenient for clients because we recognize the challenging needs of their lives, businesses, families and careers.
Preparing for retirement, planning for the unexpected, reducing tax obligations, and saving for education of loved ones: all of these require expert guidance especially when more than one objective is your goal.
Invested in the Community
- College Savings
- Estate & Legacy Strategies
- Insurance & Annuities
- Retirement Income Strategies
- Retirement Savings Strategies