The position of financial advisor is one of the most personal positions earned from their client. It is one that requires experience and collaboration between the client, their trusted advisor and the parent financial services firm.

My career in the USAF as a weather forecaster brought me to all corners of the world. I then graduated with honors from Thomas Edison State College, then earned my Global Master's in Business Administration (MBA) degree, with honors, from the Thunderbird School of Global Management. Thunderbird is the oldest international business school in the United States and offered me study opportunities in Santiago, Chile and Beijing. A worldview, macroeconomic background, together with research from our award winning firm and actively engaging with our clients, is the foundation to building our financial plans.

My experience has also earned the opportunity to support our local community. I've been nominated to the Investment Policy Committee of Brevard County, trusted with offering analysis and recommendations to county leadership about the investments of our county tax dollars. I've served as the chairman of the Military Affairs Council for the largest chamber of commerce in our county and also was appointed to the board of our Economic Development Commission as the chairman of the Space Coast Defense Alliance. I have and will always look to support our community.

Together, Teresa Cid, senior branch office administrator, and I support clients throughout the US. Our collaborative, goal-oriented process is one that follows strict fiduciary guidelines set by Edward Jones, one of the oldest financial services firms in the industry.

Our planning sessions include budget analysis, retirement planning, life insurance planning, estate and wealth transfer analysis and a variety of other services to support and educate our clients, their families and their employees.

Our mission is simple: Live with integrity and help people.

My Personal Interests

  • Art & Theater
  • Dancing
  • Auto Racing
  • History and Museums
  • Cycling

Office Information

Office Hours

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

Branch Team

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