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We are an independent, expert, credentialed, trusted, and flexible employee benefits firm with seasoned professionals prepared to support your needs with private and public sector pension plans, defined contribution plans, health and welfare plans, and post-retirement employee benefits.  We are also a registered investment advisory firm with $8 billion assets under management with our institutional and wealth management clients.  Our credentialed specialists, sector experts, and actuaries simplify the complexities behind the numbers that drive businesses and organizations to profitability and create great workplaces for their employees.  Our 60+ year history ensures that we have never compromised our principles.  We've always chosen partnership over profit, been independent by choice, and fee for service forever.

Being able to help others has always been important to me and it is part of who I am. With Edward Jones, we implement our established process approach to help ensure our clients receive the appropriate recommendations related to their goals, stages in life and risk tolerances. Our first goal is to build a relationship and understand you and your goals. At Edward Jones, we offer investment services and the tools that our clients need to achieve their future financial goals. We work closely with your CPAs, attorneys and any other professionals you work with to help you determine the most effective and efficient strategy for yourself and your family.

On a personal note, my wife, Caitlin, and I married in November 2020. We have a 2-year-old little girl and a 5-year-old German Shepherd. I enjoy spending time with my family, watching soccer on Saturday mornings, woodworking, golfing, working out and reading in my spare time. I graduated from Virginia Commonwealth University with a degree in sports management and minor in finance.

My work experience has taken me all over the United States, as well as internationally, as I followed my childhood dream of playing professional baseball. I was part of the Texas Rangers, New York Yankees, Minnesota Twins, Pittsburgh Pirates and Lancaster Barnstormers organizations. Upon retiring from baseball, I worked with Northwestern Mutual before joining Edward Jones.

Our branch team consists of two Senior Branch Office Administrators, Janine Riley and Amanda Hofmann. Their dedication to serving and helping you along the way to achieve your goals is their priority.

At Edward Jones, we focus on you, the client. We believe relationships are crucial and meeting new faces and building these relationships is what we love. If you have any questions, I encourage you to reach out to our office.

Ephrata National Bank - a trusted financial partner in the Lancaster community.

At ENB, we’re committed to the financial well-being of our neighbors and community members. Our mission is to provide service that you can depend on to help you reach the financial milestones needed to achieve your goals. Here, our customers are our neighbors, not a number, and we are dedicated to tailoring our products and services to the unique needs of each one that comes through our doors.

Since 1881, we have proudly served our local communities, and that remains true today. Whether you’re eight or 80, our commitment extends beyond transactions, building relationships that support your financial journey into the future. To discover the ENB difference, visit one of our Community Banking Offices, give us a call at (877) 773-6605, or send an email to enb@epnb.com. We promise: You’ll feel the difference. 


Health Insurance Is Complicated. The right health plan takes into consideration Tax, Financial, Insurance, and Business Planning principals all in one. Our team specializes in Individual Health Ins.

Location Directions
Many clients, prior to meeting, will complete our intake at pahealthadvocates.com. Our office is located off of fruitville pike near the Walmart shopping plaza on Foxshire Dr.

Hours of Operation
Mon, Tue, Thur - 8:30 AM - 6:30 PM \\\\ Fri 8:30 AM - 3:30 PM \\\\ Wed By Appointment


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