Our branch team focuses on serving a select group of investors 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 fine-tuned over the last 23-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 four Edward Jones Financial Advisor Leaders Conferences, which recognizes financial advisors who are among the leaders within Edward Jones. I became a limited partner in 2005 and was recently honored with the "Circle of Success" and "Spirit of Caring" awards by my Edward Jones peers.

I grew up in northern Ohio and am a graduate of Bowling Green State University. I served as a 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 are both attending advanced degrees at FGCU and FSU. My hobbies are traveling, golfing, fishing and playing music with my band when time permits.

I am an active member in the community and have 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, Roxanne Bailey, has 11 years' experience with Edward Jones and is also a partner. We are 100% dedicated to providing our clients with the highest possible level of service to help them achieve their financial goals.

Focus areas

  • Retirement Income Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities

My Personal Interests

  • Traveling
  • Golfing
  • Fishing
  • Music
  • Health & Nutrition

Office Information

Office Hours

Office Hours
WeekdayAvailability
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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