Although originally from Michigan, I relocated from California to the Daytona Beach area in 2013. My wife, Jessica, our three sons and I have established our home in Port Orange where we have lived for the past eight years. Over this time, I have truly enjoyed getting to know and serving the people and communities throughout Volusia County.

As a financial advisor, I take pride in finding out what is most important to my clients in order to come up with the most suitable strategies to achieve their financial goals. My areas of focus include retirement planning, 401(k) and IRA portfolio reviews, social security considerations and estate and legacy considerations. By evaluating my clients' current situation and determining where they would like to be, we work together to come up with a strategy utilizing Edward Jones' established process, with a focus on obtaining each individual client's vision of their financial future. Providing both brokerage and investment advisory services, as well as being a licensed life insurance representative in the state of Florida, I offer comprehensive wealth strategies, partnering with and guiding my clients through different life stages.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Insurance & Annuities
  • College Savings
  • Estate & Legacy Strategies

My Personal Interests

  • Active Lifestyle
  • Health & Nutrition
  • Real Estate
  • Technology
  • Traveling

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

Additional Hours

  • Evenings

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