While studying for my master's degree in finance, we spent one day on personal finance. A colleague told me not to worry about this session because it wasn’t on the test. Surprised, I asked her how she handled her own money, and she introduced me to Edward Jones. For over 20 years, I have served clients locally in the Tampa Bay area, and also throughout the United States. It has been my honor and privilege to help them prepare for their unique financial needs.

As a financial advisor with Edward Jones, I have learned many things; a couple of which stand out. First, in order to do an effective job for my clients, I must have a deep level of understanding of what is important to them. In addition, it is imperative that I partner with my clients over their lifetime, engaging them in a proven process to help ensure they stay on track to achieve their specific financial goals.

To further help support our clients, my team includes senior branch office administrators Kristin Bonnell and Carolina O’Hara. Together they have over 26 years of experience and are dedicated to providing the highest level of service possible.

In 2014, I was asked to serve as a regional leader for the Tampa Bay area. In this role, I support and guide more than 70 branch teams. In addition, I serve as their liaison with the firm’s headquarters in St. Louis. I was also named a principal with the firm in 2017.

I have studied and lived in both England and America. I received my bachelor’s degree from the University of Virginia, and my Master of Finance from the University of Maryland. As a lifelong student, I have also earned the CFP®, ChFC®, CLU® and AAMS® professional designations.

When I’m not serving my clients, my wife, Linda, and I are very involved with our sons, Tyler and Jake. We also have a passion for animals, owning three dogs and several tropical fish.

I welcome the opportunity to learn about you and your financial priorities. It all starts with a conversation - let’s visit.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Divorce Finances
  • LGBT Finances

My Personal Interests

  • Spending Time with Family
  • Running
  • Pets
  • Music
  • Animal Rescue

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

Branch Team

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