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.
Focus areas
- Business Retirement Plans
- Retirement Savings Strategies
- Divorce Finances
- Portfolio Reviews
- Wealth Strategies
- Estate & Legacy Strategies
Focus Areas
- Business Retirement Plans
- Retirement Savings Strategies
- Divorce Finances
- Portfolio Reviews
- Wealth Strategies
- Estate & Legacy Strategies
My Personal Interests
- Sports Enthusiast
- Spending Time with Family
- Scuba Diving
- Camping
- Running
Personal Interests
- Sports Enthusiast
- Spending Time with Family
- Scuba Diving
- Camping
- Running
Office Information
Phone Number
Tom Graff at (813) 971-3432Branch Team
- Debra Hoffman
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 05:00PM |
Friday | 08:30AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 05:00PM |
Friday | 08:30AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Connect on Social
Branch Team
- Debra Hoffman
- Sr. Branch Office Administrator
Branch Team
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