Dreams are the precursors of goals. My passion is helping convert dreams into reality by listening to understand you. As a financial advisor, I truly enjoy getting to know what’s important to my clients.

Prior to joining Edward Jones, I spent 20 years as a professional tax accountant and consultant where I was regularly reminded that people work much too hard for their money not to have their money work for them. It is my goal to help people understand their investment choices before moving forward so they make informed and financially sound decisions in a manner that makes them feel comfortable and confident.

I love what I do! I enjoy all things finance, accounting and stock market related and enjoy seeing the benefit I contribute in my clients' lives. When I am not working, I enjoy scuba diving and competing in Scottish Highland games. With my wife of 23 years, Sarah, we also enjoy traveling, PEZ dispenser collecting, family and experiencing the joys of living in paradise. After first visiting southwest Florida in 2014, my wife and I fell in love with the area and we dreamed of making it our goal to move from the Midwest to Florida permanently. Our goal was fulfilled in 2018 when I combined living in Florida and working as a financial advisor with Edward Jones.

Your own goals may include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate or legacy. Along with the thousands of people and technology support offered to each office, we offer comprehensive financial solutions tailored to your goals.

I am committed to providing my clients with superior service where they feel valued and comfortable with their long-term financial goals. I also look forward to many more years serving our community.

Focus areas

Retirement Income Strategies Estate & Legacy Strategies Entrepreneurs & Business Owners Special Needs Financial Considerations Socially Conscious Investing Portfolio Reviews

My Personal Interests

Reading Scuba Diving Health & Nutrition Chess Animal Rescue

Office Information

Office Address

950 N Collier Blvd Suite 207 Marco Island, FL 34145

Office Hours

Office Hours
Weekday Availability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

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