As a financial advisor in Cecil County, Md., I have the privilege of helping people make the most of their money and their future. I work closely with individuals and families to create clear, personalized strategies that help them build wealth, enjoy it during their lifetime and pass it on to the people and causes they care about. My interest in finance began at a young age, and it inspired me to
learn how money can be used to create opportunity. That passion continues to guide the advice and strategies I provide today. I offer financial planning services, which allows us to take our relationship to a deeper level, resulting in a comprehensive strategy tailored to you. Reach out to learn more. I also offer support in retirement savings strategies, wealth strategies, estate and legacy considerations, and financial strategies that help multiple generations of a family work together toward shared goals (often called intergenerational planning). Our team includes Melisa Bartram and Lyndsey Bartram, who are dedicated to providing excellent service and prompt attention. Melisa joined Edward Jones in April 2006 and brings extensive experience in banking. Lyndsey joined our team in October 2024 with a strong background in client service and operational excellence. Together, we work to create a welcoming and trusted environment for our clients. I hold a Bachelor of Science in applied mathematics from Towson University and the CERTIFIED FINANCIAL PLANNER® certification. Outside the office, I enjoy spending time with my wife, supporting local businesses, traveling the world, hiking, and serving as a Rotarian and active member of the Cecil County Chamber of Commerce. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
