I am a financial advisor, primarily for a select group of very successful business owners, professionals and others who aspire to a work-optional lifestyle once they've reached "that point" in their career. Edward Jones has developed and refined a 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 help keep you on track. The process works; and I'd be happy to talk with you about it.

As a member of the Seminole community, I am an involved and active dad, often volunteering at my daughter's school and our local church, believing in a family-first mindset. Along with our two daughters, my wife, Jill, and I enjoy fishing, boating, camping and almost anything that allows us to spend time together outdoors.

After joining Edward Jones in 2002 as a financial advisor serving the St. Petersburg community, I have been fortunate to serve in various leadership roles within the firm to better serve our clients. Most recently I've had the privilege of being a lead coach/consultant to the next generation of Edward Jones financial advisors, helping them develop and evolve into the strongest leaders and most forward-thinking, client-centered financial advisors possible.

Let's discuss "Your Why" and "Your Purpose" and how Edward Jones can help you plan for your future.