Working as a financial advisor with Edward Jones has been an incredible journey for me. My family and I moved from northern Indiana in the summer of 1994 seeking new opportunity and direction after serving in the ministry for 12 years as a pastor. Financial services had always been an interest of mine, but for the first 10 years in Florida, I found myself working in retail management while raising a family. Finally in 2008, during the height of the recession, I found myself staring at an opportunity to start working for Edward Jones. Many thought I was crazy to start then.

What I've found is an incredible opportunity to help people achieve their long-term financial goals while living and working in the community we call home. I've found that we naturally serve those across a wide spectrum of need, income and assets, but our greatest impact has been with those approaching and living in retirement. Tracy Martin, my branch administrator, and I look forward to helping many more individuals and families achieve their long-term investment goals in the greater St. Cloud area.

I've also enjoyed serving and contributing to the local community by serving on the local nonprofit Main Street board as president, past president and currently secretary. In addition, as a branch, we have provided scholarship funding for high school students to the Osceola Education Foundation, a great nonprofit organization in our county! I also serve as an elder at our local church. We continue to look for ways to serve our local community!

Focus areas

  • Retirement Savings Strategies
  • Insurance & Annuities
  • Business Retirement Plans
  • Estate & Legacy Strategies

My Personal Interests

  • Community Outreach
  • Traveling
  • Walking
  • Technology
  • Sports Enthusiast

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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