I grew up in a Central Florida middle class family that lived on a budget. As a boy, I looked for ways to earn money because I enjoyed saving it, spending it on candy and giving it to help others. I assume I became passionate about money management because of how my parents dealt with money. I didn't receive allowance or financial support as I paid my way through college and bought my first car while working two jobs. As an adult, investing motivated me to want to help others organize, protect, build and transfer their wealth.

I began with Edward Jones in 2012. In 2014, I earned the AAMS® designation. In 2019, I completed the coursework for the CFP® certification education program through Wake Forest University. I have volunteered in multiple leadership roles at Edward Jones, including field trainer leader and most recently, culture of compliance leader. In 2018, I became a limited partner with the firm.

I have lived in DeLand for the past 16 years with my lovely wife, Erica. We have three grown children – Brittney, Ellie and Ethan – and one amazing grandson, Jonas! Outside of the office, you will find me spending time with my family, playing pickleball, cornhole or enjoying nature somewhere! My wife says I'm a professional volunteer in the community, as I have served on numerous boards and volunteer capacities.

My branch office administrator, Mary Lloyd, has over 30 years of experience. Outside of the office, she enjoys spending time with her family or boating with her husband, Jim, and their furry kids, Cooper and Jetty.

I desire to help people implement strategies to achieve what's financially important to them. Mary and I are dedicated to providing the highest level of service possible to our clients.

Focus areas

  • Divorce Finances
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Military Professionals & Veterans
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Pickleball
  • Outdoor Enthusiast
  • Woodworking

Office Information

Office Address

101 N Woodland Blvd Ste 101 A Deland, FL 32720

Office Hours

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

Branch Team

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