Work History
Edward Jones
Edward JonesMay 2008 to CurrentU.S. Navy Reserve
U.S. Navy ReserveSeptember 1998 to March 2021
About Mike
As an Edward Jones financial advisor and CFP® professional in Lancaster County, I have over 16 years of experience in assisting individuals, families and small businesses with achieving their financial goals.
My team and I assist with complex financial scenarios. We know it’s important to invest the 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. We will then monitor your progress to help you stay on track or...
My team and I assist with complex financial scenarios. We know it’s important to invest the 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. We will then monitor your progress to help you stay on track or...
Focus Areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Business Retirement Plans
- Insurance & Annuities
- Sustainable investing
- Military Professionals & Veterans
Work History
Edward Jones
Edward JonesMay 2008 to CurrentU.S. Navy Reserve
U.S. Navy ReserveSeptember 1998 to March 2021
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™AAMS™
Accredited Asset Management Specialist™
Education
Univ of Texas-Austin
Univ of Texas-AustinMaster of Business AdminUniv of Arizona-Tucson
Univ of Arizona-TucsonBachelor of Science
Education
Univ of Texas-Austin
Univ of Texas-AustinMaster of Business AdminUniv of Arizona-Tucson
Univ of Arizona-TucsonBachelor of Science
Personal Interests
- Pets
- Home Improvement
- Sports Enthusiast
- Traveling
- Scuba Diving
Team Members
Beth BurgSr. Branch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:30PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:30PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Phone
(717) 898-2593Fax
(888) 384-1416Office Address
341 N Queen StLancaster, PA 17603
Location
LancasterFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.
Learn More