I have 20 years of experience providing personalized financial service to business owners, families and 401(k) plans. Prior to working at Edward Jones, I spent 20 years at UPS, including managing operations, special projects, client consultation and industrial engineer analysis.

A graduate from the University of Central Florida, I have a Bachelor of Science degree in business administration management. I have my Series 7, Series 63, Series 66 registrations and a life and health Insurance license. I earned the AAMS® professional designation from the College for Financial Planning.

I am a member of the Winter Haven Chamber of Commerce and Main Street Winter Haven, I serve on the boards for The Catholic Foundation and Saint Joseph Catholic Church finance committee. I am involved with Catholic Charities, Meals on Wheels and the Winter Haven High School Touchdown Club.

My wife, Dianne, and I have been married for 34 years and have two sons. Matthew, 33, is a University of South Florida graduate, and Joel, 30, is a Florida State University graduate.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • College Savings
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • Wealth Strategies

My Personal Interests

  • Football
  • Golfing
  • Music
  • Spending Time with Family
  • Traveling

Office Information

Office Address

141 W Central Ave Suite B Winter Haven, FL 33880

Office Hours

Office Hours
Weekday Availability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

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