I became a financial advisor with Edward Jones to help individual investors develop an investment strategy geared toward their unique, long-term goals. I've advised clients through many life stages, complex investment situations and ever-changing market conditions. Together, we create tailored solutions to address diverse needs such as:
• Individual investors who are just beginning to save for retirement, who recently retired or who are interested in estate considerations that may include family members with special needs.
• High net worth clients who are looking for tax-sensitive solutions.
• Small business owners who want to invest through their company, develop a strategy for their personal portfolio or offer retirement plans to their employees.

Prior to joining Edward Jones as a financial advisor in 2017, I worked as an emergency room registered nurse and served as the chief financial officer of a local business. In 2015, I earned a master's degree in business administration from Saint Leo University. Since joining Edward Jones, I continued my studies and in 2018, achieved the AAMS™/ Accredited Asset Management Specialist™ professional designation, followed by the ChFC®/Chartered Financial Consultant® designation in 2021, and most recently completed all requirements to add the CFP®/CERTIFIED FINANCIAL PLANNER™ certification in 2022.

Originally from Inverness, I have lived in Citrus County since 1980. I have a passion for making our community a better place to live for my clients and my own family. I live in Lecanto with my wife, Glenda, and our two sons, Aaron and Austin. I currently mentor high school students through the Men Building Men program through the Citrus County Education Foundation. I also previously served on the Citrus County YMCA Advisory Board.

Beth is my Senior Branch Office Administrator (Sr BOA) and will be your primary point of contact. She will offer personalized support to service all your accounts' administrative needs. Beth has over six years' experience with Edward Jones, following a 30-year career teaching and globetrotting with her husband, a veteran of the U.S. Navy and Coast Guard.

Beth and I work together as a team to ensure each client receives services tailored to their needs and preferences. Wherever you are on your financial journey, it's beneficial to have a guide and an advocate. I'd be honored to be yours.

Focus areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Special Needs Financial Considerations
  • Portfolio Reviews
  • Wealth Strategies
  • Business Retirement Plans

My Personal Interests

  • Spending Time with Family
  • Hiking
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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