I grew up in a small town and our family business is why I am here at Edward Jones. In 2008, that small business struggled to survive. I always wanted to help people better understand finance and prepare for the road ahead. After graduating college with a degree in accounting, I worked as a financial consultant to several Fortune 500 companies with Deloitte.
Helping small businesses and families plan for their financial future was always my passion and what brought me here to Edward Jones. Our practice has developed and refined a process to put all of the pieces of the financial puzzle together and help clients navigate through all stages of life.
Outside of the branch, I enjoy being outdoors, hunting, golfing and volunteering in our community. I continue to serve as a coach at "The First Tee" here in Clearwater, FL, a non-profit that impacts the lives of young people by providing educational programs that build character, instill life-enhancing values and promote healthy choices through the game of golf.
- Business Retirement Plans
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Divorce Finances
- Retirement Income Strategies
My Personal Interests
- Coaching Sports
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