My journey from Edward Jones client to Edward Jones financial advisor began like this. One day, I got a call from an Edward Jones financial advisor who also was a fellow Kiwanis Club member in downtown Sarasota, FL. He worked with some other Club members and they thought I may be interested in a local bond offering to rebuild the minor league baseball stadium right here in Sarasota. I said sure and asked him if I could invest. He said he appreciated my business, but until he was sure the investment would be suitable for me, he could not accept the amount I asked to invest. That told me all I needed to know about Edward Jones. They were looking out first for my best interests, and eventually, I transferred all my investment holdings to Edward Jones.

A couple of years later, the same advisor felt I would be successful helping other folks, and he recommended a career with Edward Jones. That was in 2010, and it was one of the best decisions I've ever made, encouraged significantly by my wife, Marcy. I get to develop deep and lasting relationships, helping my clients pursue their personal financial dreams and goals, and work for a great, caring company at the same time.

Over the years, I've been fortunate to work with many families and individuals, businesses and other professionals both here in Sarasota and across the United States. I've been awarded a Bachelor of Business Administration degree from Hofstra University and a master's degree from the University of South Florida. I've earned the CFP® certification to help folks with retirement, financial strategies, estate considerations and insurance needs while focusing on client education.

You can feel uncertain when first walking into a professional setting to discuss very sensitive and sometimes complex financial topics. Please know that I've been in your shoes and strive to make client relationships comfortable, educational, productive and fun. There's no law against enjoying your investment experience!