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 enjoy playing tennis, running and time with my family.
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.
Natalie Haskins joined our team in 2019. She attained her Series 7 and Series 66 licenses and serves as our Registered Branch Associate, partnering with our clients to help them achieve their financial goals. Natalie has a passion for helping others and actively gives back to the community through service projects and mentoring. Her hobbies include traveling, hiking, reading and trivia.
Susan Feindt, Senior Branch Office Administrator since 2018, 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, watching all sports and traveling.
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.
- Estate & Legacy Strategies
- Retirement Income Strategies
- Wealth Strategies
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