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 you have more options when you retire, regardless of what you decide to do.

I began my Edward Jones career in 2003 as a financial advisor in Lake City and became a limited partner in 2006 and a general partner in 2020. Prior to my career with Edward Jones, I spent seven years as a trumpet player in the United States Marine Band. I earned a bachelor's degree in technical management from Embry-Riddle Aeronautical University. I have earned the CERTIFIED FINANCIAL PLANNER™ certification and Accredited Asset Management Specialist™ designation, equipping me to assist with complex client needs and collaborate with your tax and legal professionals to formulate tax-efficient investment, income and estate strategies.

My wife Megan, and I have four children, ages 22, 20, 12 and 11. Originally from Williston, FL, I have lived in Live Oak since 2006. Active in the community, I have served as a past president for both the Live Oak Rotary Club, Suwannee County Chamber of Commerce and the American Cancer Society. I have served the firm in many roles and currently serve as a regional leader for region 31 in Northeast Florida.

I have two branch office administrators who are dedicated to providing you with the highest level of service possible. Stephanie Baker has over 22 years of experience in the industry and Susanne Schoen has worked with our team since 2018.

We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.