Edward Jones

About Us

Born and raised in Ormond Beach, I am grateful for the opportunity to serve the community that has played such an important role in my life. After earning a degree in Finance from the University of Central Florida, I returned home with a passion for helping individuals, families, retirees, and business owners make informed financial decisions and work toward their long-term goals.

As an Edward Jones Financial Advisor and Accredited Asset Management Specialist™ (AAMS™), I believe financial advice should be personal, straightforward, and centered around what matters most to each client. My approach begins with understanding each client's unique goals, values, and priorities before developing personalized strategies designed to help them build, preserve, and transfer wealth with confidence.

I work with a diverse range of clients, including retirees, professionals, business owners, and multi-generational families. Whether preparing for retirement, navigating a major life transition, managing a business retirement plan, or planning for future generations, I am committed to providing guidance tailored to each client's specific needs.

My clients often tell me they appreciate having an advisor who genuinely cares about their family, their future, and the impact financial decisions can have across generations. Building lasting relationships based on trust, communication, and accountability is at the core of my practice.

Outside the office, I remain active in the community as a Trustee for the Ormond Beach Pension Fund, a member of the Kiwanis Board, and an active participant in