Thank you for stopping by my website! Here is some information about me personally.

With over 13 years of hands-on work in the investing and banking experience, helping others reach their financial goals is a passion of mine. Being adopted and raised by a single mother generated an understanding of the challenges of single income families and the value that saving can have on a person's future.

Manatee County has been my home for over 38 years. Serving the community and helping maintain and improve where we live is very important to me. Currently, I sit on the Anna Maria Island Chamber of Commerce board of directors as well as volunteer in other areas of the island life. Spending time with my wife and young son is a source of true enjoyment for me.

Sharing the Edward Jones high standards of client care, my goal is to retire here many, many years from now. I would love to help you reach your long-term financial and insurance goals. Contact me, let's talk.

Focus areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • College Savings
  • Divorce Finances
  • New Investors

My Personal Interests

  • Spending Time with Family
  • Camping
  • Hiking
  • Home Improvement

Office Information

Office Address

3226 East Bay Drive Anna Maria Island Centre Holmes Beach, FL 34217

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 Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing
Request an Appointment

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