As an Edward Jones financial advisor, I believe it’s important to invest my time to understand 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 you have more options when you retire.
I began my Edward Jones career in 1992 as a financial advisor in Live Oak, and I served as regional leader from 2000 - 2013. I attended the University of Florida, graduating in 1981 with a bachelor's degree in journalism and communications and a minor in business administration. I was also a member of the Sigma Alpha Epsilon fraternity.
My wife, Susie, and I live in Live Oak and have three children and nine grandchildren. I enjoy golf, Gator football and the beach at Amelia Island.
My branch office administrator, Patty Walker, has 15 years of experience and is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call her with questions concerning your statement, dividends, stock certificates or your account in general.
Today, Edward Jones serves the community from 18,000 convenient locations. We provide the investments, services and tools our clients need to work toward their financial future.I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
My Personal Interests
Office Address914 N Ohio Ave
Live Oak, FL 32064 opens in a new window