Serving you to achieve successful financial transitions throughout your lifetime is my branch team's primary goal.

We will help you feel more empowered in achieving what's important to you by providing clarity in everything we do together.

What's important to me? Serve. Have Fun. Make A Difference. This is what I focus on every day.

Our clients are (1) individuals planning for or living in retirement, (2) business owners seeking to transition out of their businesses into fulfilling after-business lives and (3) individuals seeking financial guidance while in their prime working years.

As an experienced Edward Jones financial advisor and having earned the following designations of AAMS™, CRPC® and CEPA®, or Certified Exit Planning Advisor® designation, I provide personalized service in all areas of wealth strategies including planning for and living in retirement, estate considerations, taxation and business exit. Working closely with you, your family, your CPA and your attorney, we can help you determine the most appropriate financial strategies for you.

Outside of the office, I invest in my community through service roles with Rotary, Crystal Apple Awards with the DeLand Area Chamber of Commerce, and board member positions for Young Life West Volusia, PAL (Police Athletic League) and Rotary. I have volunteered in multiple leadership roles at Edward Jones, including Regional Compliance Leader. In 2018, I accepted the offer to become a limited partner with the firm.

My wife, Erica, and I have called Central Florida home for over 20 years where we raised our three grown children – Brittney, Ellie and Ethan. Erica and I also love our cat who acts like a dog, Luna. I enjoy spending time with my family, playing my favorite sport, pickleball, and exploring our amazing planet!

My branch office administrator, Mary Lloyd, has over 30 years of experience and is a notary. Outside of the office, she enjoys spending time with her family or boating with her husband, Jim, and their fur babies, Jetty and Reef.

Focus areas

  • Divorce Finances
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Military Professionals & Veterans
  • Portfolio Reviews
  • Entrepreneurs & Business Owners

My Personal Interests

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

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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