All Bank / Financial Advisor

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It’s also important to understand the level of risk you’re comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

Whether you’re planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we’re dedicated to providing you top-notch client service.

But we’re not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone’s expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

  • *Edward Jones Financial Advisor

    As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

  • Penn Community Bank

    Penn Community Bank is the mutual bank for today’s customers, providing the products, services and technology that consumers want, while maintaining our core mission: to act as a catalyst for positive growth in every community we serve.

  • *TAM Lending Center, Inc.

    TAM Lending Center, Inc., (TAM) has over 50 years of combined experience in all aspects of residential mortgage lending. TAM is a licensed mortgage banker in New Jersey, Pennsylvania, Delaware and Florida.

  • *United Integrity Group Inc.

    If you qualify for Medicare, you've probably started looking for Medicare Supplemental Insurance plans. Don't pay more for the same services! We do the research for you to find supplemental carriers with the best products at competitive rates. We take the work out of Medicare and ensure that your plan matches your unique needs. Speak with one of our consultants regarding Medicare health supplement options and you will discover how easy it can be to find the coverage you need at the right price. We are happy to advise you.

  • *Univest

    Univest Corporation of Pennsylvania (UVSP), including its wholly-owned subsidiary, Univest Bank and Trust Co., has approximately $4.0 billion in assets and $3.1 billion in assets under management and supervision through its Wealth Management lines of business.

  • Deborah Mininger Income Tax & Financial Services LLC

    Established in 1980, Deborah Mininger Income Tax and Financial Services is located in historic downtown Quakertown, Pennsylvania. The staff provides personal, confidential and accurate tax preparation to individuals and small business. In addition, the firm provides tax planning, investment* and insurance* services. Take the worry out of tax preparation. Allow Deborah Mininger Income Tax and Financial Services, LLC to simplify your tax preparation process and provide assistance with your investment needs.