Each day, I seek to make a meaningful impact for my clients, through each life stage and everything that touches their financial lives. Every strategy I offer and every solution I recommend is based on what's most important to you. My ideal clients are those that want to carefully and thoughtfully work towards long-term goals.

Our Process
I use an established 5-step Process, incorporating what’s important to you to develop a personalized strategy using our advice, guidance and advanced tools. I'll also work in partnership with the other key members of your team – such as your CPA or attorney, as needed – to help you stay on track.

Our Partnership
What initially drew me to Edward Jones was the culture and environment they create for clients and associates. The amount of personalized care and attention that is given to each client is unsurpassed in this industry.

Our Team
At Edward Jones, we're focused on you. Of course, I couldn't do it alone, which is why my branch office administrator, Sheri Stone, is an integral part of my office. Sheri is passionate about providing you with the highest level of service. We enjoy the support of a team of investment professionals and strategists in our home office, all dedicated to developing the advice and guidance designed to help you reach your goals.

About Me
I began my career with Edward Jones in 2001 and became a limited partner in 2006. Prior to joining Edward Jones, I was an accountant and a district manager for a tax preparation service.

My family and I have lived in DeLand since 2008. I chose DeLand for its charm and beauty and am passionate about preserving our heritage. I volunteer through the West Volusia Historical Society and serve on their finance committee. I love the outdoors, reading, gardening and spending time with my family.

I welcome the opportunity to learn about you and your financial priorities. It all starts with a conversation – let's talk.