Our Team

Timothy (Tim) graduated from Rider University in May of 2007 with a Bachelors in Finance. He began working at Waddell & Reed in the fall of 2007 as a Financial Advisor with his own practice. In 2009 he joined the practice of LeRoy J....

Ken focuses on family planning meetings, and firmly believes the most important legacy one can leave to their heirs is simply a well communicated aging plan. A family planning meeting is not about assets or "who gets what", but more...

Lory joined the Jones Financial Group as the new Client Experience Manager in December of 2018. She previously worked as a Marketing Coordinator and as a District Associate for Waddell & Reed. Having worked extensively in the insurance...

Susan (Sue) Jones joined the Jones Financial Group as our Client Care Specialist in October, 2019, after retiring from the law firm of Thomas, Thomas & Hafer, LLP, as a Litigation Paralegal. She graduated from the Pennsylvania Junior...