Financial Advisor and Limited Partner with Edward Jones developing deep relationships with my clients to deliver comprehensive Financial Planning and Multi-Generational Wealth Transfer. In my practice, we're dedicated to delivering sound, skilled financial advice with unwavering integrity and excellence. Focusing on complex financial strategies for high net worth individuals and families, our approach is consistent, repeatable and rooted in experience. But beyond the numbers, we understand that every client is unique, with distinct goals, values and life circumstances that require personalized attention. We take the time to deeply understand each client’s personal, professional and financial situation — listening closely to their aspirations, concerns and dreams. This allows us to craft tailored strategies that not only help to build and protect wealth but also support their broader vision for life. Our team-based approach helps ensures every client receives the highest level of service and knowledge. We work collaboratively to deliver comprehensive and thoughtful financial advice. My team includes Client Service Team members Brianna Reich, FPQP, and Tiff Monarch, FPQP. Brianna and Tiff are eager to provide the best service and support to our clients. Serving my community and giving of my time are important to me. I serve with the Selinsgrove Rotary (past president 2024–2025) and serve on three boards: - The Central PA Chamber of Commerce (second vice chair executive board 2025-2026 & 2026-2027), - The First Community Foundation Partnership (Advisory Board), and - The Recreation Engagement Center. I also proudly volunteer with Shikellamy Football and Soccer Booster Clubs, the S.U.N. Soroptimist organization, and as a chairperson for our local Tim Tebow's Night to Shine event. When not at work, you may find me traveling, golfing or playing board games with my two children, Everett and Olivia; cheering on my Alma mater PSU in football or one of my kids sporting events; attending one of my beloved book clubs; or lending a helping hand somewhere in our community! I look forward to meeting you and welcoming you to our Edward Jones branch family! For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
