As a native of Florida, I spent nearly 40 years working for a major Florida-based grocery store chain, primarily as a store manager. I attended the University of Florida pursuing a degree in finance and business. I was eventually drawn to a career at Edward Jones by the culture and environment they create for the clients and their employees. 2023 marks my 11th year as a financial advisor with Edward Jones, and I am deeply grateful and blessed to be able to help so many clients achieve their financial goals. I have built my practice on a strong foundation of experience and dedication to my clients, which has enabled me to deliver a comprehensive service – including financial, insurance and investment guidance. At Edward Jones, I have served in various leadership and volunteer roles for the region.

I have a fabulous senior branch office administrator, Rena Snedeker.

She is a veteran with Edward Jones with over 14 years' experience. Rena is extremely passionate about providing clients with the highest level of client-focused service. She started working at Edward Jones as soon as she and her husband, Jim, moved here from Indiana. Rena is an avid dog lover and has two rescues, Willow and Ivy.

As your Edward Jones branch team, we believe it's important to invest time to understand what's important to you. We use an established process to help build your personalized strategies to achieve your long-term goals.

On a personal note, my wife, Nancy (whom I met at Publix), and I live in South Lakeland and have two beautiful daughters, DeLaney and Brooklyn. Our family would not be complete without our dogs, Lexi and Scarlett. In my spare time, I love playing golf and watching football, especially the Florida Gators and the Dallas Cowboys.

Relationships are key. We will partner together throughout your life to help keep you on track. We welcome the opportunity to provide you with our personalized services. It starts with a conversation – let's visit.

Focus areas

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

My Personal Interests

  • Sports Enthusiast
  • Traveling
  • Animal Rescue
  • Volunteering
  • Music

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 06:00PM
Wed 08:00AM - 06:00PM
Thu 08:00AM - 06:00PM
Fri 08:00AM - 06:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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