While I enjoyed my time working as an analyst in my prior career, I wanted something different. I wanted to help inspire people to invest and prepare for retirement. In 2010 I decided to follow my passion for financial advising, and chose to begin my career with Edward Jones because of their reputation for putting the client first.

With every client I meet with, it is a priority to me that I know what is most important to you and your family. I invest time understanding and appreciating what your goals, values and priorities are before making any investment recommendations. We do this by following an established 5-step process. From there, our branch team partners together with your CPA, attorney, in addition to our team of experts at the Edward Jones home office, to ensure that we have appropriate financial strategies in place for you and your family. Helping our clients transition into retirement is what I enjoy most!

I earned a bachelor's degree in business from the University of Florida, I received the AAMS® professional designation in 2013 and in 2014 I proudly accomplished a lifetime goal of achieving the CFP® designation. I chose to pursue these designations because I was inspired by my mentor who was extremely successful and the utmost professional. In 2019 I had the honor of becoming an Edward Jones limited partner and currently develop and train new to advanced financial advisors within my region.

My team includes an extraordinary Branch Office Administrator, Heather Vasseur. We are dedicated to providing you with the highest level of service, because we want to exceed our client expectations so that our clients are clients for life!

Outside of the office, I enjoy spending time with friends and family by taking advantage of everything Florida has to offer. You can find me attempting to learn how to dock a boat without crashing, running at the beach with my not so leash trained dog Chloe, or cheering on the Jags and Gators!

Focus areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Divorce Finances
  • Retirement Income Strategies

My Personal Interests

  • Skiing
  • Spending Time with Family
  • Pets
  • Personal Fitness
  • Auto Racing

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing
Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More