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.

Focus areas

  • Wealth Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Charitable Giving

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 - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends

Branch Team

Email Me

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