My wife, Debbie, and I have made Southwest Volusia County our home for the last 31 years, raising our two children, Greg and Lisa. Now as adults, Greg lives in Fort Myers, FL and is in technology consulting, and Lisa works in the entertainment industry and lives in Los Angeles, CA. We love the outdoors and spend much of our free time either traveling or enjoying the many beautiful areas of natural, unspoiled Florida.

Serving in the community is very important and fulfilling to me. I serve on the Florida Hospital Fish Memorial board of trustees. I am also a member of Deland Area Chamber and a past president. Debbie and I are very passionate about fighting Alzheimer’s and are active in raising awareness and funding for the Alzheimer’s Association.

I joined Edward Jones as a financial advisor in 2000 and opened the firm’s second branch office in West Volusia County. Since joining Edward Jones, I have served in numerous leadership roles. In October 2015, I was asked to serve as the regional leader for the Greater Metro Orlando area and became responsible for roughly 80 branch teams. I was named a principal in the firm in January 2018.

My branch team, Lisa Bass and Susan Malyszka, and I focus on utilizing the financial planning process in order to provide tailored solutions for families to achieve their life goals financially. I earned the CFP® professional designation in 2005 and my financial planning certification from Florida State University. We love calling Central Florida “home,” and it is a privilege to serve in our community.

Focus areas

  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Charitable Giving
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies

My Personal Interests

  • Outdoor Enthusiast
  • Triathlons
  • Traveling
  • Community Outreach
  • Active Lifestyle

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
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