Don’t you love it when a plan comes together?

Our team finds purpose in helping retirees overcome complexity, live comfortably and create meaningful legacies for their families and communities.

We begin our work by investing our time in discovering who you are, and what's most important to you and your family. We pay close attention to your goals, priorities, values and moral compass. Next, we'll use an established process to serve as a platform for collaboration with your trusted professionals, so we can all work together to build personalized strategies across all aspects of your financial life. We continue to serve our clients by partnering with them, their families and their trusted professionals to accomplish their goals and build upon their legacy in the community.

Supporting our community is vitally important to us. My wife, Jennifer, and I strongly and relentlessly advocate on behalf of the neurodivergent. We are genuinely passionate about helping families and communities care for children with special needs, and we partner with local schools and charities that provide services for their unique circumstances. In our time outside of the branch office, we care for our two special boys: Jonathan and George. We also help organize the Walk to End Alzheimer’s each year, and we aid the Alzheimer's Association with their goal of spreading awareness. I also give my time to the local Masonic Lodge in Stuart and serve on the finance committee for the Children's Museum of the Treasure Coast.

I am currently working towards my CFP® designation, and completed my CFP® Education at Florida Atlantic University. I earned my BS in finance from The Perdue School of Business at Salisbury University. In my third year at Edward Jones, I received the Edward Jones Spirit of Caring Award, recognizing financial advisors who exemplify the values, culture and spirit of giving back.

Focus areas

  • Estate & Legacy Strategies
  • Special Needs Financial Considerations
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Charitable Giving
  • Socially Conscious Investing

My Personal Interests

  • Spending Time with Family
  • Health & Nutrition
  • Traveling
  • Golfing
  • Fishing

Office Information

Office Hours

Office Hours
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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