My name is Jeff and I have a passion for finance which is why I got an accounting degree (University of South Florida) and started my career as a CPA. After 20-plus years working in finance and accounting for large and small companies, I left a successful career to fulfill my other passion for helping and educating people with their finances. Now, as an Edward Jones financial advisor, I have the honor and privilege to serve people and help them achieve their financial goals.

With the assistance of my business partner, Dana, we strive to provide exceptional client service as we partner together with our clients to achieve the financial goals that are important to them and their families. Whether your goal is saving for your dream retirement, ensuring you have enough income for life, educating your children, protecting your family from life’s unexpected events or transferring what you’ve worked hard for to your loved ones, we will partner with you to develop personalized strategies to help you achieve those goals. We will meet regularly throughout your life to review your goals, we will make adjustments and changes when necessary and we will make sure we stay on track to achieve your goals.

I believe in building relationships face-to-face, eye-to-eye and with a handshake. It’s important to me to be available to my clients. If you need to meet at 8:00 in the evening, I will be available. If you need to meet at 4:00 on a Saturday afternoon, I will be available. If you need to meet in your home, at your work or in the hospital, I will be available.

When I’m not serving my clients, I’m serving God or spending time with my beautiful wife of over 25 years, Melanie, or FaceTiming with my two princesses, Alicia (living in Hawaii) and Jessica (University of Alabama).

Dana and I look forward to serving you, so please give us a call.

Focus areas

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

Office Information

Office Address

110 W Polk St Suite A Auburndale, FL 33823

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
Request an Appointment

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