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Serving my client's best interest, without exception, is a responsibility I take very seriously. I take the time to get to know your specific goals, needs and current financial situation before making recommendations. My focus is to help you feel secure in your future and the chapter ahead, and I do that by creating personalized financial strategies to help meet your unique financial goals. It is extremely gratifying to be able to provide my clients a sense of clarity and confidence and then partner with them to help them stay on track.

On a personal note, my family and I are proud to call Frederick, Maryland, our home. My wife and I are raising two children in the area. We spend much of our time enjoying the great outdoors by taking neighborhood walks, hiking on local trails and generally taking advantage of all the area has to offer. We also enjoy participating and volunteering in local community events.

My branch team consists of two experienced and dedicated branch office administrators, Melinda Dean and Cel Kirchman, who are committed to providing highly personalized service, focused on your unique needs.

If you are looking for a financial advisor, we invite you to experience the Edward Jones difference: face-to-face meetings, convenient scheduling and one-on-one relationships. We appreciate you taking a moment to get to know our team a little better and we look forward to the opportunity to get to know you. If you would like to schedule a complimentary consultation, please call or email today to schedule a time that's convenient for you.

Disability in Estate Planning terms applies to a mentally or physically incapacitated adult, or an adult receiving government benefits due to a disability.

Asset Protection legal strategies are important for people who have been given a diagnosis which indicates a likely need for future long-term care or for people those facing imminent nursing home care. If you or a loved one has concerns about protecting assets from Medicaid spend down and ensuring proper plans are in place, book a consultation.

If you or someone in your family has special needs or is receiving government benefits, they could be interrupted if an inheritance is left the wrong way. If you have someone you have in your family for whom you want to leave an inheritance, we can help you do plan it properly, so it doesn’t interrupt their benefits. If you are someone who receives disability benefits and you recently inherited or will inherit, contact us so we can help you to avoid being disqualified for benefits.

If your loved one is unable to make decisions for themselves the way they did in the past, or perhaps you have a loved one with special needs, we can help provide you peace of mind knowing your loved one will be cared for as they should. After consulting with us about our Family Legacy Legal Services™, you may decide on strategies such as proactive Estate Planning, or you may need to implement steps to avoid Guardianship.

Effective Intervention Services, is a new and up coming company that provides therapeutic services to children and adolescence between 0-22 years of age. We provide occupational therapy, physical therapy, speech and language therapy and applied behavioral analysis (ABA) therapy to families with children who have special needs. We are currently servicing the DC, MD and VA areas.

Drs. Egert, Riley, & DeRoo have over 55 years of combined experience delivering dedicated dental care to their patients. Their decision to join together in a comprehensive group practice reflects their shared values of quality care delivered with compassion and concern for each and every patient.