My Experience, Background and Commitment to You...

I started my journey with Edward Jones in 2001 with a very powerful and passionate "Why." I wanted to provide the finest guidance, client service and wisdom needed to help create successful journeys for my clients in achieving their financial goals. Edward Jones gives our team all of the tools and resources for us to organize, build, protect and transfer our clients' wealth effectively and efficiently.

Our team's goal is to always partner with our clients in a professional and kind manner. We treat our clients with love, value and respect! I truly want to know what is important to you and your family. We will use our established process to build personalized strategies to help you achieve your goals. And, we will partner together throughout your life to help keep you on track. This human-centered approach to understanding your goals and investing is the foundation of how I work with my clients.

As a Daytona Beach native and former Volusia County teacher, I understand our community and what makes us unique. I have built strong relationships with local attorneys and tax professionals in order to structure the right team to match your needs. Our branch's tailored approach is designed to help local families and businesses prepare for successful retirement while providing growth, income and protection strategies for retirees.

Family is truly my core focus... Both Sally and I come from large local families. We enjoy outdoor activities including walking, biking and gardening. Supporting our church and local community is also a prime commitment.

By leveraging our team's ideal client experience, you and your family can expect the absolute best service, care and compassion. Simply call or email us to set a time to discuss your needs. A true custom and professional approach from an experienced financial advisor and client service team is awaiting you and your family! We are conveniently located in the heart of Port Orange on Dunlawton, just east of Nova Road.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Swimming
  • Walking
  • Community Outreach
  • Gardening

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 - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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