In my early twenties, I developed a passion for investing which ultimately led me to a 19-year career as an Edward Jones financial advisor. I believe having strong relationships and understanding my client's key concerns are the key to financial confidence. This passion has been passed on to my son, Michael, who is also an Edward Jones financial advisor in our office.

Through a comprehensive personalized process, my branch team and I will work with you through all stages of your life to help ensure you stay on track so that you can retire comfortably. We partner with our client's CPAs and attorneys to help determine the most appropriate financial strategy for them and their family.

Both senior branch office administrators, Debbie and Maria, have worked at Edward Jones for over 25 years and play an integral role in helping our clients live out their dreams.

Outside of the office, I enjoy spending time with family. Jan and I just celebrated our 38th wedding anniversary. We have three children, Kim, Danielle, and Michael, as well as six grandchildren. As a family, we enjoy hiking, fishing and making memories.

Together with our team's experience, we know we can help you achieve your financial goals. If you are interested in seeing if we are a good fit, please reach out to my team directly at 727-784-1952 or request an appointment online for an introductory meeting.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Income Strategies

My Personal Interests

  • Spending Time with Family
  • Golfing
  • Wine Collecting/Enthusiast
  • Yoga

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 - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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