As an AAMS® designated financial advisor with Edward Jones, I bring more than 20 years of specialized skills and service to my clients. I focus on personalized investment strategies to assist you in achieving your financial goals. I opened my branch office in Bluewater Bay, Florida in 2000 and have developed strong personal relationships with my clients to truly understand what’s most important to them and to partner together to help them reach their goals. Whether you’re interested in preparing for retirement, sending kids or grandchildren to college or developing estate strategies, wealth protection and legacy strategies, we will work one on one to customize a tailored strategy to get you there.

But we’re not alone. Edward Jones offers its clients the advanced technology, research and resources to ensure you receive the most comprehensive guidance. I work closely with a team of dedicated and trusted professionals from estate attorneys to CPAs to deliver wealth strategies that leverages everyone's expertise. I also welcome the opportunity to meet with your specified professionals as well. My senior branch office administrator is Dora Daniels. She is a limited partner with Edward Jones and has been with the firm for more than 27 years. Together, we offer more than 50 years of experience providing industry-leading customer service to our clients.

Since joining Edward Jones in 2000, I have served in numerous leadership roles within the firm, served as a visiting veteran in our London offices and have twice been honored with the Ted Jones Spirit of Caring Award. Currently, I serve as a regional leader responsible for the success of more than 50 branch teams throughout northwest Florida. In 2017, I was made a general partner with the firm.

Focus Areas
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Business Retirement Plans
- Estate and Legacy Strategies
- Insurance and Annuities
- College Savings

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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