I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. I work closely with you, as well as your CPA, attorney and other professionals to help determine the most appropriate financial strategy for you and your family.

I began my career at Edward Jones in 2009 because I have a passion for personal finance and investing and helping people reach their retirement goals.

I received a Bachelor of Science degree from Florida State University. I also hold the CERTIFIED FINANCIAL PLANNER™ certification to better understand and advise my clients on a variety of complex financial needs. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

Originally from Missouri, I have been in the Clermont area since 1986. My wife, Jennifer, and I have two beautiful girls that we enjoy spending time with.

My practice is supported by senior branch office administrator, Brenda Vick. Brenda and I take pride in providing excellent customer service to our clients.

I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.

Focus areas

  • Retirement Income Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Portfolio Reviews

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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