As an Edward Jones financial advisor and CERTIFIED FINANCIAL PLANNER™ professional, understanding what is most important to you is my number one priority. I use our 5-step Process to understand where you are at today, where you would like to be, and collaborating together on the best way to get there.

Looking towards the future, taxation is a key area of focus when putting together financial strategies. Without diligent planning, this can drastically affect the ability to achieve your goals. I work with clients and their accountants to review the current environment and discover the best actions to take to meet your financial goals.

Family is very important to me. I am married with two girls; ages 11 and 9. We have "Family Night" every Tuesday usually playing Uno, watching Wheel of Fortune and seeing who can get the most answers correct when watching Jeopardy. My wife owns a real estate brokerage, Reef Shark Realty, and both of my girls are in competitive cheer and dance. My hobbies include aviation, cars and golf.

I am very fortunate to say I have the best job in the world. At an early age, I knew this is what I wanted to do. I spent a great amount of time as an adolescent learning the importance of investing for the long-term and it has been a passion to share this to the world. Educating and helping those in need is very fulfilling.

Having said that, I'm not alone. Thousands of people and advanced technology support our office so that we can help ensure you receive the most current and comprehensive guidance.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Divorce Finances
  • Estate & Legacy Strategies
  • Insurance & Annuities

My Personal Interests

  • Aviation
  • Active Lifestyle
  • Health & Nutrition
  • Astronomy
  • Community Outreach

Office Information

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 - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More