I bring more than 27 years of experience in financial services to my work with clients. Since 1995, I have served as a financial advisor for Edward Jones in Pensacola, FL. I have also worked as a consultant to the U.S. Department of Energy and served in the U.S. Navy Nuclear Program on the USS Sam Rayburn SSBN-635.

I offer personalized service that is tailored to your specific needs, whether you want to establish a regular flow of income, finance a child's college education or save for retirement.

I have a liberal arts degree from Excelsior College in Albany, NY and have studied nuclear technology. I have earned multiple professional designations including the CFP®, ChFC®, CRPC® and AAMS®, which help further my ability to work with clients through complex situations.

In the community, I am a board member for the UWF Foundation, UWF Historic Trust. My past involvements include local advisory committees and service, nonprofit, health and arts organizations.

In recognition of my service, I received the inaugural Edward Jones Community Service Impact Award in 2012. I was also the recipient of the 2002 Pearl Nelson ARC Advocacy Award; 2014 Pensacola Chamber of Commerce Community Leader of the Year; 2015, 2018 and 2019 Honorable Mention Invest in Others; and named several years by Independent Weekly to the Top 50 Most Influential People in Pensacola, Best Volunteer on the Coast and 2016 Power List. I have ranked #10 in Forbes Best in State Wealth Advisors in 2021 and 2022.

I have qualified 13 times for the annual Edward Jones Managing Partner's Conference, which recognizes the top 2% of the firm's financial advisors. In addition, our team has qualified for the Drucker Council five times, a pinnacle event recognizing branch teams on client service excellence, and best practices to grow their impact for their clients, colleagues and communities.

My branch team: Celeste, Kellie, Sheri and Ashley, have over 50 years of experience providing industry-leading customer service to our clients.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Retirement Income Strategies
  • College Savings
  • Insurance & Annuities

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon Closed for Holiday
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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