You’ve got questions; we can help you find your answers. The mission of our office is to help people make well informed decisions. Working with you, your attorney and your tax professional, we use an established process that turns your priorities into a financial strategy designed to help you overcome those surprises life is sure to throw your way. Financial plans are not static paths to follow. They are benchmarks against which change can be measured so the costs and benefits of choices are known. Greater knowledge promotes confidence.

My love for solving complex problems has led to an eclectic career. I've enjoyed standing command watches on a merchant ship hauling ammunition from Operation Desert Storm and lead negotiations for a $170 million regional water supply expansion as a Charlotte County Commissioner. I enjoy breaking complex problems down to separate simple questions, then answering them one by one to produce an optimal answer. I maintain the highest educational and ethical standards with a Master of Business Administration and CERTIFIED FINANCIAL PLANNER™ certification.

Helping people through Edward Jones is the natural follow up to 16 years of community service as a Charlotte County Commissioner. Of course, real joy comes from a 30-plus year marriage to my wonderful wife, Terry. She is also a part time member of the branch team. My two sons have grown into men who would make any father proud. Saturday morning sunrise sailing helps keep a good work life balance. I care deeply about my family, my community and the people I serve.

Jeanette is my Branch Office Administrator. She has been brightening the day of Edward Jones clients since 2015 and my clients exclusively since 2019. She is a kind, competent professional who cares deeply about the clients she serves. When she tells you something is going to be done, you can take to the bank.

Please let us know if there is any way we can be of service to you. We have the will and ability to help you find your solutions through well informed decisions and are determined to help reduce your stress along the way.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Insurance & Annuities
  • New Investors
  • Business Retirement Plans

My Personal Interests

  • Spending Time with Family
  • Sailing
  • Reading
  • Traveling
  • Woodworking

Office Information

Office Hours

Office Hours
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

Email Me

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