Our branch team exists to help and serve serious, long-term, individual investors. We do this by learning what is important to you so we can build an appropriate financial strategy for you and your family.
Your initial contact when reaching out to our office will be with Helen or Marie. Helen has been with Edward Jones for over 20 years and Marie has been with Edward Jones for over six years. Both are broadly experienced and work extremely hard to deliver the ideal client experience. I am fortunate to have these two great partners in my business.
While I began my career with Edward Jones in 2011, my investment career began in 1993. Prior to Edward Jones, I worked as an institutional stock and bond trader. I also worked as an investment market research analyst focusing on market psychology and investor behavior.
I proudly served in the United States Air Force during 1986-1990 as an Aircraft Armament Systems Specialist. After the military, I completed my bachelor's degree in finance at Franklin University and my Master's in Business Administration at Capital University; both while working full-time. In 2019, I earned the CFP® professional designation, which demonstrates my commitment to serve your best interests with excellence and professionalism.
Edward Jones deeply believes in and fosters an environment of volunteering. I have the honor of serving in various leadership and coaching roles designed to help newer financial advisors across the state of Florida to build and grow successful businesses. Locally, I serve on the board of directors for the Community Food Bank of Citrus County as well as the Sugarmill Woods Civic Association.
I live in Homosassa, FL with my wife, Marte, and our two children, Ellie and Matthew.