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
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

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