I bring more than 34 years of experience in financial services to my work with clients. Since 1992, I have served as a financial advisor for Edward Jones in Tampa, FL.

I offer personalized service that is tailored to your specific needs, whether you are wanting to establish a regular flow of income, financing a child's college education, or saving for retirement.

I earned a bachelor's degree in finance from the University of South Florida. I have earned the CFP® and AAMS® professional designations. I am currently a regional leader with the firm and am responsible for leading the Edward Jones branch offices in the Tampa metro area.

In the community, I serve on the board for both the Gift of Adoption and the Catholic Foundation Diocese of St. Petersburg and also, on the Grand Lodge of Florida Endowment and Investment Committee. My past involvement includes service as president of both the South Tampa Chamber of Commerce and the Tampa Interbay Rotary Club, as a board member of the Tampa Bay Estate Planning Council and a member of the Academy of Holy Names Board of Trustees.

Members of my branch team, Nina Jennings, Amanda Henley and Theresa Jones, have more than 46 years of combined experience in the financial services industry.

In 1998, I was asked to become a limited partner of Edward Jones. I have attended the Financial Advisor Leaders Conference in St. Louis, MO, for the past eight years.

Our office provides highly personalized service. All aspects of our business are aligned to help better understand and meet our clients' unique goals and needs. Relationships are key, and in my view, meeting face to face or virtually builds strong relationships. I will meet when it's convenient for my clients because I recognize the challenging needs of their business, family and lives.

Focus areas

  • Charitable Giving
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

My Personal Interests

  • Cooking
  • Spending Time with Family
  • Health & Nutrition
  • Sports Enthusiast
  • Golfing

Office Information

Office Address

3100 S Dale Mabry Hwy Tampa, FL 33629

Office Hours

Office Hours
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Request an Appointment

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