As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. By working closely with you on a personal level, I can determine the most appropriate financial strategy for you and your family, whatever your goal may be – retirement, education savings, estate considerations or other business strategies. I partner with your tax, legal and other business professionals to help cover the expected and unexpected.
After spending 20-plus years as a small business owner and college professor in northeastern Arkansas, I sold my business and moved to Florida in 2014 and began my career with Edward Jones. In addition to being a financial advisor, I currently teach management and marketing classes for Florida State College at Jacksonville.
Community service is important to me. I have been an active Rotarian for over 20 years, having been a past president and Paul Harris Fellow. I am currently the president elect of the Green Cove Rotary Club and serve on the board of directors of Grace Episcopal Day School in Orange Park. I am also on the board of the Way Free Medical Clinic in Clay county.
I am a 1981 graduate of the University of Wyoming with a bachelor's degree in finance, as well as a Master of Business Administration (1989) and Doctorate of Business Administration (2014) from the University of Phoenix.
My wife and I have three daughters and six grandchildren. We enjoy golfing, going to the beach, traveling and spending time with friends and family.
I meet with clients on their terms and at their convenience because I realize the challenging needs of their businesses and lives.
I would like to provide answers to your questions so you can make informed and financially sound decisions. Please contact me to discuss your situation and options.
Office Address165 Wells Rd Suite 301
Orange Park, FL 32073
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:30PM|
|Sat||By Appointment Only|
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