I have a passion to help my clients identify their purpose and make those dreams a reality. Partnering with clients and educating them on their financial health runs in my family.

I am a native of Erie, Pennsylvania and I enjoy skiing, hiking, philanthropy, animal rescue and culinary arts. After moving to Florida, I acquired a love for the ocean and southern culture. I come from a big family of educators and healthcare workers. Because of this, it is my natural instinct to help people achieve and protect their most important goals.

I attended Stetson University in Florida and the University of Innsbruck in Austria, and graduated with a bachelor's degree from Gannon University in Pennsylvania. I hold the Series 7 and Series 66 securities registrations, AAMS® and CRPC® designations, and a Life and Health license to serve your financial needs.

In my free time, I volunteer in my community and give back where I can. At Edward Jones, I serve as the regional performance leader, where I lead my colleagues to run successful and ethical businesses. Each fall, I lead a team of clients and friends to support the National Alzheimer's Foundation.

As a client of our office, you can expect white glove service. We take pride in our dynamic team approach. Originally from Nevada, my branch partner, Sheila, joined my team with eight years of industry experience. She loves partnering with our clients and often refers to them as our family.

Financial reviews are complimentary, but investor mistakes can be very expensive. If you're ready to take the next step toward reaching your financial goals, contact me today.

Sheila and I can't wait to meet you.

Focus areas

  • Wealth Strategies
  • Business Retirement Plans
  • LGBT Finances
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Retirement Income Strategies

My Personal Interests

  • Traveling
  • Golfing
  • Animal Rescue
  • Cooking
  • Personal Fitness

Office Information

Office Address

10720 State Road 54 Building B Suite 105 Trinity, FL 34655

Office Hours

Office Hours
Weekday Availability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • 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
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