I am passionate about partnering with my clients to help them accomplish exactly what they were put on earth to do. I am excited to wake up each day to understand my clients' hopes and dreams and then put in place personalized strategies to make those hopes and dreams a reality.

I grew up in Bradenton and I attended Flagler College as a Lewis-Wiley Scholar, where I graduated summa cum laude in 2000. I married my college sweetheart, Ruth, one week after college graduation and we moved back to Bradenton. We have two young daughters, Margot and Norah.

I began my career with Edward Jones in 2008, establishing a new branch in 2009. During my career with Edward Jones, I have been recognized with many awards, including the Spirit of Caring Award in 2012 and 2014. This award is presented to associates of the firm who exemplify the values, culture and spirit of giving back to others.

I have served as the Edward Jones Regional Leader for Region 267 since 2016. In this role, I support and guide approximately 110 financial advisors and branch office administrators in Manatee and Sarasota Counties. I became a General Partner of the firm in 2018.

Outside of work, I currently serve in our community on the finance team for Young Life in Manatee County. Previously, I have served as Young Life of Manatee County's board chair. My family and I enjoy theme parks and traveling throughout the world. I am huge fan of NFL football and can be found rooting for the Tampa Bay Buccaneers on Sundays in the fall.

I completed my CFP® designation in 2013 and my AAMS® designation in 2010.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Volunteering
  • Sports Enthusiast

Office Information

Office Hours

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

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More