I was born in Springfield, Massachusetts but grew up in Longwood, Florida. Being a boy of a middle-class family, I was motivated to earn money, so my first job came when I took over my brother's newspaper route at the age of 11. I enjoyed setting savings goals for items I wanted to buy and researching the best prices. After high school, I did not receive financial help from my parents, but I managed to pay my way through college and buy my first car while working two jobs. As an adult, investing has motivated me to help others organize their wealth in efficient and effective ways.

I joined Edward Jones in 2012 as a financial advisor. In 2014, I earned the AAMS® designation and in 2019, I completed the CFP® certification education program through Wake Forest University. My current and past community service includes: area governor for Rotary District 6970, committee chairman for the Crystal Apple Awards with the DeLand Area Chamber of Commerce, president of the Rotary Club of DeLand, board chairman - Young Life West Volusia and board member of PAL - Police Athletic League. 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.

My wife, Erica, and I have called Central Florida home for over 21 years. We have three grown children – Brittney, Ellie and Ethan – and two amazing grandsons, Jonas and Ezra. Being called "Pop" is my new greatest joy. Outside of the office, you will find me investing my time supporting and building up my family, playing my favorite sport, pickleball, or enjoying this amazing planet!

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 fur baby, Jetty.

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 Hours

Office Hours
WeekdayAvailability
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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Request an Appointment

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