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™ designation, which help further my ability to work with clients through complex situations.

My past community 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 have ranked #10 in Forbes Best in State Wealth Advisors in 2021 and 2022 and #6 in 2023.*

I have qualified for the annual Edward Jones Managing Partner's Conference, which recognizes the top 2% of the firm's financial advisors in 2006, 2007, 2009-2019 and 2022. In addition, our team has qualified for the Drucker Council in 2010, 2018 and 2019-2021, 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 2021-2023 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 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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