I love serving clients all over Polk County who, among other things, aspire to a work-optional lifestyle. I use an established process to put all the pieces of the puzzle together, by understanding what's important to you, building personalized strategies to help you reach your goals and partnering with you throughout your life to keep you on track. I believe that relationships are key, and in my view, meeting face to face builds strong relationships.

I joined Edward Jones as a financial advisor in 2014, after working primarily in the non-profit sector in the starting of new faith communities since 2003. I am an ordained minister and I hold my Series 7 and Series 66 securities licenses.

My past and current community service involvement includes: Event Chair for the Polk County Walk to End Alzheimer's; Board Member of the Winter Haven Rotary Club; Trustee for the City of Auburndale Employee Pension Board; and Pastor of Main Street Baptist Church in Bartow.

I live in South Lakeland with my wife, Lora, and our three children. Lora and I have been married for 15 years, and she is a Registered Nurse at Lakeland Regional Hospital. Our oldest daughter, Ansley, is a sixth-grader at The Roberts Academy, our middle child, Sophia, is a second-grader at McKeel Academy Central, and our 2-year-old son, Oliver, attends Covenant Child Development Center. We also have a two-year-old Goldendoodle named Knox.

My branch partner, Tillie Brand, is a native of South Africa. She grew up in South Africa, and moved to America in 2000. She loves this country, and has two children and three grandchildren. Tillie has spent the past 12 years working for clients at Edward Jones as a senior branch office administrator. She is dedicated to providing you with the highest level of service possible.

Please give Tillie a call so we can understand what is important to you, partner with you through your life and help you meet your goals we well!

Focus areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Charitable Giving
  • New Investors

My Personal Interests

  • Spending Time with Family
  • Volunteering
  • Football
  • Traveling
  • Community Outreach

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 By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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