Edward Jones

As a CERTIFIED FINANCIAL PLANNER® professional and limited partner with Edward Jones, I believe it’s essential to first understand what you’re working toward before investing your money. I make it a priority to listen and learn about what matters most to you and your family.

Working closely with you — and when appropriate, your CPA and attorneys — I help craft financial strategies that are aligned with your life and values. Whether you’re planning for retirement, navigating tax or estate considerations, or pursuing other goals, I’m here to guide you every step of the way.

With the ever-changing nature of financial markets and global economies, I bring my broad knowledge and the advanced resources of Edward Jones to help develop sound, customized strategies. My role is to help simplify the complex and give you confidence in your financial future.

I earned a bachelor’s degree in finance (2012) and a master’s degree in analytical finance (2013) from Florida State University, where I met my wife, Megan. I joined Edward Jones as a financial advisor in 2014, opening my office near home as the firm’s fourth location in Lakewood Ranch, FL.

Since then, I’ve gone on to earn the CFP® certification in 2022 and the Chartered Financial Consultant®, or ChFC®, designation in 2023. My office has hosted numerous community events and continues to be a cornerstone for clients pursuing meaningful long-term goals.

Today, our office provides comprehensive financial advice and a team approach, collaborating with clients’ professional networks and families to align strategies with what matters most.

Relationships are the foundation of everything we do. I believe long-term financial success is built on great communication, proactive planning and genuine care. Our goal is to be a lasting resource for our clients and their families, providing trusted guidance and walking beside them as they work toward achieving what’s most important in life.