I joined Edward Jones in 2001 and established the firms first office in downtown Tampa. Prior to coming to Edward Jones, I was a foreign exchange consultant in New York City.

As a financial advisor for Edward Jones, I have accomplished many milestones, including earning the Certified Financial Planner™* designation, serving as a performance leader responsible for the training and development of over 50 financial advisors and leading the firm's diversity and inclusion efforts for the state of Florida as the area bridge leader. The most impactful milestone has been to witness the individuals and families I have served over the years reach the goals that matter most to them. I am privileged to be able to partner up with our clients as they strive to reach their personal and financial goals.

I am currently a member of the Ybor City Rotary Club, where I have served on the board of directors. I have chaired multiple committees to serve many in need in our community.

I live in Tampa with my wife, Laura. Our children are grown and thankfully, are positively impacting the communities they currently work and live in. Our King Charles Cavalier dog named Charlie continues to bring joy to our lives.

* Certified Financial Planner™ (CFP®) - The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

Focus areas

  • Retirement Income Strategies
  • Divorce Finances
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • LGBT Finances
  • Military Professionals & Veterans

My Personal Interests

  • Active Lifestyle
  • Spending Time with Family
  • Traveling
  • Baseball
  • Basketball

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

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