EXPERIENCE AND BACKGROUND

I joined Edward Jones as a financial advisor in 2002. I have been very blessed to have been able to help so many clients achieve their financial goals throughout the years. I have built my practice on a strong foundation of proficiency and experience.

In order to better serve my clients, I have obtained the Accredited Asset Management Specialist™ professional designation. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education. In addition, I hold a Series 7, Series 65 and Series 66, as well as various insurance licenses.

I attended Winter Haven High School and Polk Community College. I have been a limited partner with Edward Jones since 2007.

My very able Branch Office Administrator in the office is Sharon Messenger, who has been with Edward Jones since 2013.

I married my wife, Tammy, in 1993. She was a music teacher at Brigham Academy. We have a son, Brett, and a daughter, Madison. I have lived in Winter Haven virtually all of my life.

WORK HISTORY

Edward Jones
2002-Present

Barber Bros.
1981-2002

PERSONALIZED FINANCIAL FOCUS

Retirement Income Strategies
Retirement Savings Strategies
Tax Efficient Investing Wealth Strategies

Our team is here to help you achieve your financial goals. It all begins with a conversation, so give us call or stop by to get started.