I believe it's important to invest my time in understanding what you're working toward before you invest your money. My business has grown through the years by following a simple but very important philosophy - to put the interests of my clients first and deliver clear, caring and transparent advice.
I began my career with Edward Jones in 2008 in Fleming Island, FL and became a limited partner in the firm in 2014.
My wife, Autumn, and I live in Fleming Island and are the proud parents of two beautiful little girls. Our youngest, Noel, was born October 2019 and her big sister, Summer, was born January 2018. We love animals and have a yellow Labrador named Ace.
I attended Virginia Tech and graduated with two degrees: a bachelor's in marketing in 2004, and a second bachelor's in business management in 2005. I then attended The University of Southern Mississippi and earned a Master of Science degree in 2006. Additionally, I've earned the CFP® certification. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board's requirements for professionalism in financial services.
Susan Feindt has been our branch office administrator since 2018. She is a longtime Fleming Island resident. Susan holds a BS in finance and a minor in marketing from the University of South Florida. In her spare time, she enjoys baking and watching all sports.
Natalie Haskins joined our team as our branch office administrator in 2019. Natalie brings with her 20 years of office management and excellent customer service experience. She has a passion for helping others and actively gives back to the community by volunteering and mentoring local youth.
We meet when it's convenient for our clients and value your time. I use an established process to help you build personalized strategies to achieve your goals. If we can ever be of service to you, a friend or a member of your family, please let me know.
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