As a resident of Osceola County for over 26 years, my passion is to help residents and business owners within communities of Kissimmee/Saint Cloud with their financial needs. My objective is to be viewed as a local and trusted resource.

My role as an Edward Jones financial advisor is to help my clients achieve their financial goals. I accomplish this through a process which starts with me listening to my clients to find out what's important to them, asking questions to find out where they are and where they would like to be, understanding their comfort level with investing, reviewing their current situation, clearly and ethically educating them on their options, building a personalized strategy and regularly meeting with them to help them stay on track with their financial goals.

I have over 20 years of experience in various roles within financial services. I hold the Chartered Retirement Planning Counselor™ designation. This training program focuses on the pre-and post-retirement needs of individuals. Study topics include principles of retirement planning, sources of retirement income, employer-sponsored plans, deferred compensation plans, plan distributions, investment strategies during retirement and planning for incapacity, disability and long-term care. I have advanced certification and knowledge of retirement planning, retirement terms and retirement accounts, including Individual Retirement Accounts (IRAs) and business/workplace retirement plans.

From my securities registration, insurance licenses and ongoing education, I have a comprehensive knowledge of investments and personal insurance. This helps me to provide my clients with personalized strategies for reaching their financial goals, as well as the appropriate investment guidance. I am also able to offer options to help protect their savings from unexpected risk and to generate income from their savings during retirement.

We believe you deserve more than a 1-800 number when it comes to your financial future. Edward Jones is a Fortune 500 company with thousands of associates and sophisticated technology supporting our office, so we can help ensure you receive the most current and comprehensive guidance.*

I look forward to using my experience and knowledge to help you.

*Fortune 500, published May 2022, data as of December 2021. Compensation provided for using, not obtaining, the rating.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Wealth Strategies
  • Business Retirement Plans
  • Hispanic Family Finances

Office Information

Office Hours

Office Hours
Mon 09:00AM - 06:00PM
Tue 09:00AM - 06:00PM
Wed 09:00AM - 06:00PM
Thu 09:00AM - 06:00PM
Fri 09:00AM - 06:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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