As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. 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. I can also help with your retirement savings strategy so that you have more options when you retire, regardless of what you decide to do.
I began my career in the financial services industry in 1996. I moved to Mount Dora and joined Edward Jones in 2012, and I am currently a limited partner with the firm.
I served in the United States Air Force as an F-16 crew chief during the Gulf War. My military background taught me discipline, which is essential to successful investing. After sitting down to discuss your unique goals and financial situation, we can develop a financial strategy tailored to your needs and then partner together to ensure you remain on track to meet your short-term needs and achieve your long-term goals.
I have been active in business and civic affairs in Mount Dora for many years. I also am an active member of the Mount Dora Area Chamber of Commerce, Kiwanis Club of Mount Dora, Mount Dora Library Advisory Board, Lake County Sheriffs Charities and many more.
My branch office administrator, Cathy Trapp, has been with Edward Jones since 2006 and is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general. Cathy became a limited partner with Edward Jones in 2015.
We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.
I live locally here with my wife, Christine, who is a Mount Dora native, and our rescue Husky, Apollo.
- Retirement Savings Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Wealth Strategies
- Portfolio Reviews
- Insurance & Annuities