There is nothing more important to me than understanding what's important to you. Only then can you and I work through our established process to build personalized strategies and identify the specific actions needed to help achieve your financial goals. I'll partner with you and your family throughout your life, revisiting your goals and risk tolerance, as well as the strategies we've developed, to help keep you on track toward your goals.

Whether it's planning for retirement, saving for college or just trying to protect the financial future of the ones you care about, I take the time to identify each goal and develop the strategy to address it. I also coordinate and work in cooperation with your other professionals including CPAs, estate-planning attorneys and insurance specialists to execute plans.

During our initial visit, I will ask several questions to truly get to know your situation. My job is then to coach you to take steps designed to help make you better off financially. That could mean anything from investment diversification to efficient tax strategies. I have found that my clients really appreciate the time that I take to educate them on the strategies we will be using.

My wife, Colleen, and I have been happily married since 1998 and our son, Stephen, lives in the Pacific Northwest with his wife, Ashley. We live in Hudson and enjoy being part of our community. I cherish spending time with family and friends, cooking and working with my hands. I'm normally found working on any number of projects and love living on the Gulf Coast of Florida.

My branch office administrator, Carol Lynne Lauer, has been with Edward Jones since 2021 and takes great pride in providing clients with the highest level of service possible.

If you're looking for honesty, integrity and personalized service, please call 727-378-5611 or email [email protected] to set up an appointment to see how we can help you realize your financial goals.

Focus areas

  • Business Retirement Plans
  • College Savings
  • Insurance & Annuities
  • Entrepreneurs & Business Owners

My Personal Interests

  • Culinary Arts
  • Fishing
  • Music
  • Scuba Diving
  • Vintage Cars

Office Information

Office Address

13235 Sr52 Suite 106 Hudson, FL 34669

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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