At Edward Jones, the personal relationship we have with each of our clients is the keystone to how we approach developing tailored solutions. It is through these relationships that we truly understand what is important to each client and then deliver exceptional service.

I became a financial advisor in 1999 and feel extremely fortunate to have started with Edward Jones. It is truly a rare place that offers our clients and our associates a place where they are valued and understood.

Since 2006, I have embraced our firm’s spirit of volunteerism. I Initially began to serve as a regional leader and currently serve as an area leader throughout central Florida and the eastern United States, supporting and guiding branch teams and helping the firm identify and develop future leaders. My greatest honor was becoming a principal with Edward Jones in 2009. I have also attended multiple Managing Partner Conferences, an event held exclusively for the firm's top 400 of the more than 19,000 financial advisors, in addition to three invitations to our firm’s most prestigious honor, The Drucker Conference.

I am a fifth generation Floridian and was born in Winter Haven, attended Western Carolina University and received my business administration degree in 1986 and settled in Orlando.

Perhaps my greatest role in life is that of husband and father. Denise and I were married in 1997 and have three fantastic kids, two girls and a boy, and our family lives in the Edgewood area.

Our client focused branch team includes Registered Branch Associate Jill Birmingham and Sr. Branch Office Administrator C.J. Watry, who have a combined 25 years of experience. They are highly equipped to help me guide our clients through our established process, ensuring you feel confident moving along your path to achieve your financial goals, whether it's a comfortable retirement, educating your children or leaving a legacy. We partner together with our clients for the rest of their lives.

At Edward Jones, we have thousands of associates at our home office dedicated to the branch teams to better support clients in reaching their long-term goals.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Portfolio Reviews

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

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