Since becoming a financial advisor in 2009, I’ve learned a lot about how overwhelming taking those first steps toward your financial future can be. That’s why our branch office is dedicated to offering not just financial advice and services, but the knowledge, experience and customer service that makes our clients feel confident and comfortable on every step of their journey. Whether you need help to organize, strategize or just figure out where to start, we’d be honored to help you make sense of investing.

My journey to Edward Jones started when I was growing up. I remember my dad going to see his “stockbroker” and checking the ticker tape to see how his investments were doing. I also remember my grandfather complaining about the stock quotes in the newspaper. Their passion sparked my own financial curiosity, and I found myself learning a lot about investment as I worked my way from a teenager manning the bag room at a local country club to Assistant PGA Professional. Being surrounded by successful people all talking business made me realize how much drive you need to succeed, which led me to eventually open a custom golf club business in Jupiter, FL. There, I saw firsthand the kind of dedication and work that’s necessary to build a small business, and after a decade, I began a career in the banking industry that would last 15 years. There, my passion developed into a love for entrepreneurs and their dreams, which continues today through my dedication to continued learning and growth, including obtaining a Chartered Retirement Planning Counselor professional designation.

Senior Branch Office Administrator Amy Hume and I believe that the true key to a successful partnership is the client-financial advisor relationship. That’s why we love working with serious, long-term clients who value advice and collaboration. By keeping honesty, transparency and accessibility at the core of every client interaction, we ensure that you aren’t just part of our investment process, you’re the heart of it.

For the last decade, it’s been our honor to be every bit as passionate about our clients’ dreams, goals and concerns as they are, whether they’re a local investor or a client that we partner with virtually. Call or schedule an appointment with us today to learn whether you might be a good fit for our client family.