As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.

I joined Edward Jones as a financial advisor in 2009, opening the firm’s first branch office in Palm Beach, FL. I have served the firm regionally as a visiting veteran, mentor, secondary recruiting leader, hiring team member, field trainer, field trainer leader and performance leader, and now hold an area role.

I earned bachelor's degree from Massillon Baptist College and a master's from Covington Theological Seminary. In addition, I received the AAMS® professional designation in 2011.

I have been married to my wife, Sharon, for over 20 years and we have a 5-year-old son, Patraic.

We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Socially Conscious Investing
  • Employee Stock Options
  • Intergenerational Planning

My Personal Interests

  • Traveling
  • Spending Time with Family
  • Genealogy

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Weekends

Connect on Social

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More