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 accreditations, including the CFP® and ChFC® certifications and the CRPC™ and AAMS™ designations, 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 of Celeste, Kellie, Sheri and Ashley have over 50 years of experience providing industry-leading customer service to our clients.

*Forbes Best-In-State Wealth Advisors in Florida in 2021 and 2022, awarded 1st quarter each year, research by Shook Research, data as of June of prior year. Compensation provided for using, not obtaining the rating.

Focus areas

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

Office Information

Office Hours

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

Branch Team

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