As your Edward Jones branch team, we believe it’s important to invest our time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings so that you have more options when you retire, regardless of what you decide to do.
In 1990, I began my Edward Jones career as a financial advisor in Longwood, FL. I have served the firm in many leadership roles including recruiting leader, hiring team member as well as mentor.
I attended Stetson University and graduated in 1982 with a bachelor's degree in psychology. As an active member of Church of Annunciation, I have lived in Longwood since 1988. I have been active in business and civic affairs in this community and was an active member of Rotary Club of Seminole County South for 18 years, receiving the Paul Harris Fellow award.
Originally from Ohio, I have three children: Nick graduated from Ohio State and twins Barbara and John are attending Ohio State and UCF respectively.
My senior branch office administrator, Sher Miller, joined me in 2011 and is dedicated to providing you with the highest level of service possible. I focus on utilizing a 5 step process in order to provide tailored solutions for families to achieve their life goals financially.
Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their businesses and their lives.
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Portfolio Reviews
- Estate & Legacy Strategies
- Insurance & Annuities
My Personal Interests
- Personal Fitness
- Spending Time with Family
- Sports Enthusiast
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