Originally from Winter Park, FL, I attended the University of Alabama in Tuscaloosa and graduated with a Bachelor of Science in commerce and business administration, majoring in finance with a minor in economics. While working in Atlanta, I attended Georgia State University and graduated with a Master of Science in information systems.

After a few years in Atlanta, my wife and I moved west to Denver where I worked for Sun Microsystems. In 2003, I joined Edward Jones and moved to West Palm Beach. In 2006, I received the AAMS® professional designation and in 2013, attained my CFP® certification.

My wife, Laura, and I have two young sons. I enjoy coaching their baseball and football teams. When we're not at the fields, we try to spend as much of our free time on the water boating and fishing.

In April 2021, Mary Sue Messina joined our branch as Senior Branch Office Administrator. Mary Sue has been with Edward Jones since July 2010. Together, we have created a dedicated office focused on serving the needs of our clients.

Our goal is to understand what's important to you. We will use an established process to build personalized strategies to help you achieve your long-term financial goals and we are committed to partnering with you to help you stay on track.

At Edward Jones, we provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs. Relationships are key, and in our view, meeting face to face builds strong relationships.

We meet when it’s convenient for our clients because we recognize the challenging needs of their business and their lives. We provide the investments, services and tools our clients need to work toward their financial future.

Focus areas

  • Wealth Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies

My Personal Interests

  • Coaching Sports
  • Football
  • Fishing
  • Skiing
  • Baseball

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

Additional Hours

  • Web Conferencing

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