I began my financial career as a consumer loan collector for the oldest bank in Florida. It was there that I saw, first hand, how families suffer from debt and lack of personalized financial strategies. I did not like what I saw and left that experience determined to do something about it.

That is why I believe that it's important to understand what clients are working toward before offering them investment advice. I listen, care and dedicate myself wholeheartedly to help my clients achieve their definition of financial success. Relationships are key, and in our view, meeting face to face builds strong relationships.

Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.

After a 12-year career in banking, I began my Edward Jones career in 2003 as a financial advisor in Bradenton, FL. I became a limited partner with the firm in 2014. I also served our country honorably for 22 years in the U.S. Army Reserve, retiring at the rank of lieutenant colonel. But I'm really most proud of how we've been able to help our clients over the years. It gives me great satisfaction to see my clients achieve their financial goals, allowing them to pursue what they were put on Earth to do.

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 my clients' accountants and attorneys.

My wife, Karen, and I have three children and have lived in Bradenton since 1988. When I'm not serving my clients, I love to engage in my other passions: music, physical fitness, home-brewing and exploring the outdoors. I am also active in my community, serving at my local church and various veterans and civic organizations.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Military Professionals & Veterans
  • Insurance & Annuities
  • Business Retirement Plans
  • Entrepreneurs & Business Owners

My Personal Interests

  • Music
  • Hiking
  • Camping
  • Cycling
  • Personal Fitness

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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