In 2006, I left my comfortable job as a strategic project manager with Publix Super Markets to fulfill my dream of starting two small service businesses. Like countless others, the 2008 financial crisis quickly destroyed that dream, and left my family struggling to survive and fighting to keep what little we had left. Joining Edward Jones in late 2008 was my lifeline and allowed me to start rebuilding my family's future.
This life event shaped who I am as a financial advisor. I share that experience openly, because that is how I take care of my clients… With honesty, transparency and directness. I expect and value the same in return from my clients. I believe that is the only way to establish a true relationship, especially when dealing with financial matters.
My branch office administrator, Patti Glass, is an extension of the warm service experience that we provide to our clients. As a former banker and bookkeeper, making sure that our clients' needs are taken care of with respect, privacy and care is equally important to her. But we are not alone. Patti and I have thousands of people and advanced technology that support our office, so that we can give you current and comprehensive advice, while maintaining the service and feel of a local office.
Outside of the office, my wife and I have been married since 1998, and we have four beautiful children. We are big sports fans and love our Gators, Lightning, Bucs and Rays. As college athletes ourselves, our favorite thing to do is watch our children compete and perform in their chosen activities (soccer, volleyball and dance), which is basically a full-time gig. When we have a break from that, we love spending time at Granna and Pop's family home on Lake Keowee in South Carolina.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Intergenerational Planning
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
- Active Lifestyle
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