About

We help great families have a strong financial life with the wealth they've accumulated. As a holder of the CFP® certification, I will work with you to define specific goals and strategies. We'll consider topics such as personal purpose, family, health and finances. Then, we'll collaborate to keep you on track.

For many of our clients, we've helped them transition from work to retirement.

We operate under two guiding principles: professional and personal.

1. Professional — We have a philosophy of continual improvement to increase our professional acumen and offer high-caliber advice and guidance.

2. Personal — Personal attention is so important that we prioritize every experience our clients have with us. Over time, many of our clients also become like family to us.

Our branch office administrator, Lisa McInnis, is focused on understanding the needs of our clients. She strives to exceed their expectations in answering questions about their statements, banking needs, online access and many other account-related services.

I began serving Lake City as an Edward Jones financial advisor in 2013. I'm committed to improving our community through civic involvement and charitable giving. I'm past president of the Lake City Chamber of Commerce as well as past president of the Rotary Club of Lake City. I also serve as a deacon for Church on the Way and a board member of Gateway Art Gallery.

I attended the University of South Florida, finishing in 1990 with an MBA with a focus in finance.

I've had 35-plus wonderful years of marriage with my wife, Cathy. We've been blessed to raise two children in our adopted hometown of Lake City. Cathy and I enjoy camping, hiking, canoeing and spending time with our family.