My Edward Jones branch team focuses on serving a select group of affluent investors, both here in the Greater Brandon area as well as in many other states around the country. We begin by understanding what's most important to you. Through our partnership together, we utilize an established process that we have have fine-tuned over the last 20-plus years. We focus on building personalized strategies that are customized to your specific needs. We then continually monitor your progress and adjust your strategy over time to help ensure you stay on track.

I joined Edward Jones in 1999 as a financial advisor. I have qualified for three Edward Jones Financial Advisor Leaders Conferences, which recognizes financial advisors who are among the leaders in Edward Jones. I first became a limited partner in 2005 and was recently awarded the Circle of Success by Edward Jones.

I grew up in northern Ohio and am a graduate of Bowling Green State University. I served as an Patriot Missile Officer in the Army from 1983-1987 and then worked as an executive consultant in the insurance industry for 10 years prior to joining Edward Jones. I received my CLU and ChFC professional designations in 1994 and 2009. I have two daughters, Amanda and Trisha, who both graduated from Newsome High School in Lithia, FL. My hobbies are traveling, golfing, hunting and playing music with my band whenever I have extra time.

I am an active member in the community, having served in several leadership positions in both the Chamber of Commerce and Kiwanis International. I hold annual fundraising, school supply and Christmas toy drives for the Kids Charity of Tampa Bay and support many other local and national charities.

My branch office administrator (BOA), Roxanne Bailey, has 10 years experience with Edward Jones and is also a Limited Partner. We are 100% dedicated to providing you with the highest possible level of first-class service to help you achieve your financial goals.

My Personal Interests

  • Traveling
  • Golfing
  • Fishing
  • Music
  • Art & Theater

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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