As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest. I can help determine the most appropriate financial strategy for you and your family. I also help with your retirement savings strategy, so you have more options when you retire. Perhaps one of the most unique aspects of my office is that I take a labor-intensive approach and build very custom portfolios for my clients. This requires more contact and requires strict attention to the processes and procedures that lead to deeper understanding of my clients' goals.

Another noteworthy aspect of my practice is that I’ve been blessed with a teammate who is exceptional. Debbie Somerville cares about each and every one of our clients. I’m amazed by her personal interactions with clients and the depth of her knowledge of everything going on in our clients' lives.

Prior to earning my bachelor's degree in finance, I served in the US Navy where I was awarded a Navy Achievement Medal. The NAVY not only provided the means to pay for college but also lifelong lessons on personal development that serve me now.

My wife, Kerry-Ann, and I love to travel with our son, Lucas, specifically to Central and South America and the Caribbean, where we enjoy visiting all of the arts and cultural attractions. We share a passion for giving back to the community, through our involvement in local museums, galleries and non-profits such as the Orlando Science Center, Orlando Shakes, Mennello Museum, Orlando Museum of Art and One Blood. Kerry-Ann also dedicates much of her time to Autism awareness initiatives in Central Florida.

I encourage my clients to go after their dreams passionately and so I've challenged myself to become a self-taught guitar player and songwriter. I've also begun pursuing a love of foreign languages that has led me to self-study Spanish. Once I've achieved fluency, I intend to pursue Portuguese and French.

My Personal Interests

  • Music
  • Volunteering
  • Community Outreach
  • Traveling
  • Art & Theater

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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