Time is our most important investment. We take the time to understand what is important to you. We take the time to use an established process, recommending strategies that are tailored to your individual and family goals. Then, we take time to partner with you for the long term – to help keep you on track to achieve your goals – providing exceptional service along the way.

A native Floridian, I have lived in Charlotte County since 1990 and have worked at Edward Jones since 2007. I have two adult children who were raised in Charlotte County, and now have their own successful careers. My education includes a bachelor's and master's degree in business administration from the University of Florida. Additionally, I am very proud to have become a CERTIFIED FINANCIAL PLANNER™ professional in 2022.

In my leisure time, I enjoy relaxing with my wonderful wife and dog, dining out, movies, sports and music. I also enjoy serving my local community through active participation and membership in the following organizations:
- St. Charles Borromeo Catholic Church (Usher, Parishioner)
- Knights of Columbus (Member)
- Punta Gorda Chamber of Commerce (Board Member – Director)
- Friends of the Port Charlotte Library (Board Member)
- Charlotte County Chamber of Commerce (Member)

Since joining Edward Jones in 2007, I have been honored to receive the following awards:
- Partners Award (2009)
- Spirit of Partnership Award (2011)
- Ted Jones Entrepreneurial Achievement Award (2012)
- Edward D. Jones Sr. Founders Achievement Award (2014, 2015 and 2019)
- Jim McKenzie Achievement Award (2021)

As proud as I have been to receive the awards listed above, my most significant rewards at Edward Jones have been the relationships and friendships that have resulted from serving my clients over the last 16 years. I have experienced great pleasure and personal satisfaction, from helping so many nice people and their families to achieve their long-term financial goals.

I am also very blessed to have Julie Donovan on my team as my Branch Office Administrator, partnering with me to provide superior service to our clients every day. Please feel free to call us when you have questions or if we might be of service to you in any manner. We are happy to offer our assistance.