I am a financial advisor at Edward Jones Investments serving individual investors and businesses; focusing on solutions for business owners, executives, retirees and nonprofits. I served as an institutional consultant in the Institutional Consulting Services group at Raymond James Financial in St. Petersburg, FL. In this role, I reviewed and developed Investment Policy Statements (IPS), developed investment recommendations and worked on Request for Proposals (RFPs) for nonprofits.

Prior to joining the Institutional Consulting team, I served as an institutional research analyst on a team responsible for guiding the asset allocation policy for Raymond James' discretionary (Freedom) portfolios. I have been in the financial services business since 1997. Prior to returning to Raymond James in 2003, I spent four years at Prudential Securities in New York City, where I last served as associate vice president.

I earned a master of business administration (MBA) from the University of Tampa, Tampa, FL, in 2003.

I am currently a board member of the Spurlino YMCA, Rotary of FishHawk/Riverview and the Ruskin Firehouse Cultural Center. I am a member of Better Living for Seniors and involved in local youth organizations.

I am married with a daughter attending Pace University in New York who has a passion for the arts and a son who is a student athlete in his senior year in high school. I originally moved to the Tampa Bay area in 1992 and my family and I have lived and played in the Riverview community since 2004.

Office Information

Office Address

10657 Big Bend Rd Riverview, FL 33578
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
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

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

Learn More
Two Edward Jones clients review tax documents in front of their open laptop.

Tax resources and client statements

Make informed investment and tax decisions with helpful and clear information.

Learn More