As a financial advisor and CERTIFIED FINANCIAL PLANNER™ professional, my passion for what I do is fueled by the difference that sound financial strategies make for our clients.

For more than two decades, I've seen firsthand the impact of building a financial strategy on a strong, solid financial foundation. Everyone has unique needs and goals, and the single most important factor for success is clearly understanding what's important to you. Once established and clearly understood, we then work through our established process alongside you to devise specific personalized solutions and strategies to help you meet your goals and mitigate risks. We will then partner with you, your CPA, attorney and other professionals to help you navigate the complexities of the evolving investing, tax and legal environments to help keep you on track.

Prior to Edward Jones, I served as an officer and pilot in the U.S. Marine Corps. I hold a degree in economics from The Virginia Military Institute and a master's in business from the University of West Florida. I hold the General Securities Representatives (Series 7), Uniform Securities Agent State Law Examination (Series 63), Uniform Combined State Law Exam (Series 66) and life and health insurance licenses. I have also earned the CERTIFIED FINANCIAL PLANNER™ and Certified Exit Planning Advisor® (CEPA®) certifications and the Accredited Asset Management Specialist™ (AAMS™) designation.

My wife, Christine, and I have three children. Our family enjoys traveling, golfing, reading, gardening, fishing, archery, cooking, camping, volunteer work and other hobbies like restoring old British sports cars. I am active in veteran affairs and am on the board of directors for the Hillsborough Chamber of Commerce.

My team includes Senior Branch Office Administrator Beth Scoggins and Branch Office Administrator Beth Young. We are committed to providing you with personalized, excellent service. Please feel welcome to contact us anytime.

Focus areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Divorce Finances
  • Retirement Income Strategies
  • Wealth Strategies

My Personal Interests

  • Active Lifestyle
  • Car Restoration
  • Traveling
  • Sustainability
  • Golfing

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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