As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.

Graduating from George Mason University in Fairfax, VA, my bachelor's degree is in finance with a concentration in investing. While attending George Mason University, I received an award from The Wall Street Journal for outstanding academic achievement. My career in the financial services industry began 30 years ago in banking and lending. Often clients need help with their assets as well as liabilities. My experience provides clients with a comprehensive approach to all areas of their finances. My desire for clients is to find real-world solutions to enrich their lives and assist them in achieving their financial goals.

My career with Edward Jones began in 2010 as a financial advisor. I have been married to my wife, Sharon, for over 30 years. Sharon teaches AP computer sciences at Bishop Moore Catholic High School. We have two children: Andrew graduated from the University of Florida and Denise graduated from Columbia University in New York City.

Relationships are key, and, in my view, meeting face to face builds strong relationships. We meet when it's convenient for our clients because we recognize the challenging needs of their business and their lives. My office is conveniently located in Altamonte Springs on 434 right next to the Outback Steakhouse.

Focus areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Retirement Income Strategies
  • Retirement Savings Strategies

Office Information

Office Hours

Office Hours
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Branch Team

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