I began my career as a financial advisor with Edward Jones Investments in 2008. During that time, I focused on learning what was important to my clients and what goals they were working towards before helping them to invest their money. After extensive due diligence, I began working with Raymond James in order to best serve my clients. The tools, resources, support, educational opportunities, and breadth of product offerings are second to none.
As your financial advisor, I will partner with you, your family, CPA, attorneys, and other professionals to most effectively help you work towards your personal goals. I work to help you and your family: plan for retirement, set up a plan to help you through retirement, plan your legacy, plan for and pay for an education, save on taxes, and prepare for unexpected events. We also offer many educational presentations designed to help our clients in a wide variety of subjects.
I grew up in Newberry, Florida and graduated from Newberry High School. I attended the University of Florida, where I graduated with honors with a Bachelor of Science in Business Administration with a major in Management.
I am originally from West Palm Beach, Florida and have lived in Newberry since 1995. My hobbies include boxing, fishing, tennis, golf, and all things Gator sports. I have a passion for the markets and staying current with economic trends. I also am an avid reader and enjoy nothing more than relaxing while reading a good exploration book or autobiography. My wife and I love all things outdoors: hiking, camping, target shooting, etc.
Our branch team is dedicated to providing you with the highest level of service possible. 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.
Raymond James does not provide tax or legal services. please discuss these matters with the appropriate professional.
Raymond James does not provide tax or accounting services.