Our Work
I believe that it is important to understand what clients are working toward before offering them investment advice. I listen, care and wholeheartedly dedicate myself to helping my clients achieve their definition of financial success. My senior branch office administrator, Beverly Tomlinson, and I believe the key to building strong relationships is meeting face to face as much as possible.

Our Accolades
I began my Edward Jones career in 2002, became a limited partner in 2007 and was named as regional leader in 2018. But really, I'm most proud of how we've been able to help our clients over the years.

Our Clients
I serve a diversity of clients with widely ranging goals. My clients often come to me during times of transition, such as retirement or receiving an inheritance. I enjoy the challenge of developing complex financial strategies in collaboration with other professionals like my clients' accountants and attorneys.

About Me
Outside of the office, I serve as chairman of the board for the Port Orange Firefighters and Emergency Workers Pension Board. I enjoy traveling, running, hiking and time with my daughter.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities

My Personal Interests

  • Traveling
  • Sports Enthusiast
  • Personal Fitness
  • Hiking
  • Running

Office Information

Office Hours

Office Hours
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 Closed
Sun Closed

Branch Team

Email Me

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