I use an established process to build personalized strategies to help you achieve your goals. I serve multi-generational families (country-wide) with Goals-Based Advice designed to help you achieve what’s most important to you.

I grew up in Ft Collins, CO and moved to North Carolina to attend University of North Carolina at Chapel Hill where I was awarded an Army ROTC scholarship to Appalachian State University. I graduated with a BA with honors in psychology (human behaviors) and minors in business and military science.

Within the financial industry, I've attained the Accredited Asset Management Specialist™ (AAMS®) designation. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

Following college, I served in the US Army as an Airborne Ranger and Green Beret on active duty until discovering Edward Jones in 1998. I then served in the US Army Reserves until 2012.

I've lived in Jensen Beach, FL since 1999 with my beloved wife ('92 - Today) and my three fantastic kids (two young ladies and a young man). I enjoy athletic and outdoor adventure activities primarily focused around boating with my family and riding my motorcycle.

My branch team consists of Wanda (senior branch office administrator) who has served client families with me since 2005 and Loretta (regional leader branch office administrator) who has served our EDJ employees and clients since 2018.

They are both highly personable and very capable of providing an outstanding client experience as we navigate our client families through our established process, creating a personal strategy designed to help you achieve your family goals.

As a team, our goal is to provide your family an outstanding experience that results in a lifetime relationship with us and a multi-generational, family-wealth experience for you!

Focus areas

  • Retirement Income Strategies
  • Business Retirement Plans
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Divorce Finances
  • Charitable Giving

My Personal Interests

  • Sailing
  • Motorcycles
  • Outdoor Enthusiast
  • Wine Collecting/Enthusiast
  • Mountain Biking

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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