I was born in West Virginia but raised in Ohio. It is there that I learned about work ethic, respect and a general kindness for one another. I am a proud alumnus of The Ohio State University and left Ohio not because I didn't like it there, but I had to follow the opportunities in front of me.
After 12 years of working in the home building industry learning the inner workings of marketing, finance, sales, construction and customer service, I decided to take these skills and pursue a career where I knew I could make a difference in people's lives.
In 2009 and just recently married to my wife, Sarah, I joined the Edward Jones family in the Tampa area. After eight years, my family made the decision to move to Orlando as my wife took a job that is only possible there. This opportunity allowed me to really refine and build a business based around the values and characteristics that I have as well as focus on what my clients need most. It also allowed me to be more strategic with my clients and focus on solutions-based advice for the long term.
My unique experience has allowed me to adapt to a changing environment both regulatory and in efficiency. I have been working with clients remotely across the entire state of Florida as well as multiple states across the country. I like to educate and engage with my clients whether they are new to investing or a seasoned investor with years of experience. It is rewarding to help people through their life events as they move from working to retirement, sending their kids off to school or just building a business from nothing.
As the world of financial services changes, it is more important than ever that my branch office administrator and I are providing great value and constantly evolving to meet our clients' demands. Edward Jones is a forward-looking company that I am proud to work with more and more every year. I am excited to meet with you and look forward to our next conversation.
- Wealth Strategies
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Socially Conscious Investing
- Estate & Legacy Strategies
- Retirement Savings Strategies
Office AddressMetro West Office
3200 S Hiawassee Rd Suite 204
Orlando, FL 32835 opens in a new window
Phone NumberMike Kelley at (407) 295-8300
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