Growing up, I observed how investment firms sold products to my parents. Their brokers didn't help mom and dad understand how the tools worked or how it fit into their long-term plan. I came to Edward Jones determined to approach financial advice from the client's perspective. Together with Senior Branch Office Administrator Lorie Carmichael we have over 25 years of experience helping clients achieve their financial goals. My approach to advising our clients includes:

Understanding what is important to you and your family.
Using an established process to build personalized strategies to help achieve your goals.
Partnering with you to stay on track through regular communication.
Coordination with your team of professionals (attorneys, accountants, bankers)

I hold a bachelor's degree in history from FL Atlantic University. My wife, Melissa, and I have four children: two daughters, and two sons - Marisa, Andrea, Lukas and Zander. When not at work, we enjoy hiking, gardening, cooking, traveling and playing with our two dogs.

Lorie is a graduate of KSU with a bachelor’s degree in finance. She enjoys spending time with her husband, Rob, and daughter, Emma, gardening and exploring new restaurants.

Focus areas

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

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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