Our vision is to be the first choice of premier financial service and advice for the serious, long-term, individual investor in our San Marco community.

We will partner with our clients by tailoring solutions to their current financial needs throughout their lifetime. We want our community members and business leaders to know our vision and how we might work together.

Before Edward Jones, I was a Lieutenant Commander in the United States Navy, attached to the Naval Air Station in Jacksonville. As a Naval Flight Officer, I served in Operation Iraqi Freedom and Operation Enduring Freedom in Afghanistan.

I achieved my Master of Business Administration (MBA) graduate degree from the University of Florida in 2014, and I earned my bachelor's degree in business management from Iowa State University in central Iowa, where I was born and raised.

My wife, son (11), daughter (9) and I are very active and engaged with our local church and live in northern St. Johns, where our children go to school, and where we relax and enjoy life.

Most recently in my career with Edward Jones, I earned the Spirit of Partnership achievement award. This award was presented for my service to clients.

Caitlin is our Branch Office Administrator. She was born and raised in Alabama and moved to Jacksonville as a teenager. She attended the University of South Florida in Tampa and graduated a year early with her bachelor's degree.

In her free time, she loves spending time with friends and family, going to the beach, volunteering at her church and watching Auburn football.

Our branch is dedicated to providing you with the highest level of service possible. Please don't hesitate to call with questions concerning your statement, dividends, stock certificates or your account in general.

Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it's convenient for our clients because we recognize the challenging needs of their business and their lives.

Focus areas

  • Insurance & Annuities
  • Retirement Income Strategies
  • Wealth Strategies

My Personal Interests

  • Spending Time with Family
  • Cooking
  • Football
  • Gardening
  • Snowboarding

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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