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 35 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 Hours

Office Hours
WeekdayAvailability
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

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

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

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

Learn More