As a financial advisor, I believe it's important to invest my time in learning about your individual needs and goals before making a recommendation for you to invest. I want to understand what is important to you. I use an established process to help you and your family build personal financial strategies, and I will partner with you throughout your life to help keep you on track to meet your goals.

My career with Edward Jones began in 2013, working in the home office located in St. Louis, MO. I worked with branches in transition to maintain client services for offices across the United States.

I was born and raised in Orlando, FL. I earned a Bachelor of Science in finance from the University of Central Florida, and a Master of Science in personal financial planning. During my time at UCF, I served as vice president of finance for the Financial Management Association.

I am dedicated to continuing my education in finance, so I can provide the highest level of service and knowledge to my clients. I currently hold the series 7 and 66 registrations as well as an insurance license. In addition to holding the CFP® and AAMS™ certifications, I hold the following professional designations: Accredited Domestic Partner Advisor™ (ADPA™); Chartered Retirement Planning Counselor™ (CRPC™); and Chartered Retirement Plan Specialist™ (CRPS™).

I live in Winter Springs, FL, with my son, Luke. I have a passion for classic cars, playing tennis, running/biking the Seminole trail and most of all, spending time with my family.

Our branch team looks forward to learning more about you and your family, and building a long-lasting and meaningful relationship.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Charitable Giving

My Personal Interests

  • Spending Time with Family
  • Tennis
  • Real Estate
  • Car Restoration
  • Community Outreach

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Branch Team

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