As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so that you have more options when you retire, regardless of what you decide to do.

I earned a Bachelor of Science in management and business administration from Northern Kentucky University, an MBA from Cleveland State University in international business, and most recently in 2022, I earned my CERTIFIED FINANCIAL PLANNER™ designation.

I have been active in business and my community in Wesley Chapel/New Tampa for many years. I serve on the leadership team for BNI Platinum and as a CDD Board member for Seven Oaks. I also enjoy coaching and have coached softball, baseball and soccer with the Wesley Chapel Athletic Association.

My amazing wife, Lisa, and I have been married 17 years and we have two energetic children, Charlie, age 13, and Sophia, who is 12.

The key to successful investing is to develop a strategy now that can help you reach your future goals. At Edward Jones, we work extensively in meeting the needs of individual investors by helping them map out long-term investment strategies.

I would like to help provide the answers to your questions so that you can make informed, financially sound decisions. Please contact me to discuss your situation and options.