I have been a part of Edward Jones for nearly 30 years, with much of that time as a client.

Before I became a financial advisor in 2014, I spent 30 years managing people and resources in the retail grocery business. One of the things I enjoyed most about my job was talking with new employees about their retirement plan options. At Edward Jones, I get to do that every day.

I have been a lifelong resident of Martin County, having moved from the Chicago area (Go Cubs!) as a teenager. My wife and I have four children between us and seven grandchildren. We love living in Stuart because the area allows us to indulge in a shared passion of fishing. She catches and I cook!

I believe a vibrant community is part of a healthy economy and I am vested in my community and proudly volunteer with several arts, culture and business organizations (The Arts Council and Arts Foundation of Martin County, Downtown Business Association, Stuart Mainstreet and The Hobe Sound Chamber, to name a few).

Because of my community focus, I have a niche in helping state and municipal employees and am well versed on the Florida Retirement System. Many of the people I help are government servants, including my brother, who is a Martin County Firefighter. Whether you're planning for retirement, saving for college for children or just trying to protect the financial future of the ones you care for the most, I will work with you to develop specific strategies to help you achieve your goals.

My office administrator, Paula Chadwick, and I strive to provide the most ideal client experience that we can; focusing on excellent customer service comes naturally to us. I earned the AAMS® to help serve my clients better.

I believe it's important to invest my time to learn what's important to you and understand what you're working toward before you invest your money. It would be my privilege to meet with you and hear about your dreams and goals.

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

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