About

I have worked at Edward Jones since 2011. I am proud to follow in the footsteps of my late father, who was also an Edward Jones advisor, starting in 1994. During my tenure here, I have earned the CERTIFIED FINANCIAL PLANNER®, Certified Private Wealth Advisor ®, Certified Exit Panning Advisor ®, and the Accredited Asset Management Specialist™ certifications.

More recently, I am extremely proud to have been named to the 2024 Forbes Best-in-State Advisor list and the 2023 and 2024 Forbes Top Next-Gen Wealth Advisor Best-in-State in Florida. We have consistently been recognized within Edward Jones, and have been invited to attend Edward Jones' Managing Partner's Conference, which recognizes the top 400 branch teams in the firm. My team is able to earn these accolades because we are consistent in providing the highest level of service to our clients.

My team of professionals consists of Senior Branch Office Administrators Cindy Stepina and Patti Faulkner, and Business Development Administrator Deborah Carson. With 36 years of experience between them, we can ensure that our clients receive the personalized service and attention to detail that their situations require.

I understand that as a high net-worth investor, you require a financial advisor you can trust to help you make smart decisions to achieve your financial goals by developing a comprehensive strategy that considers all aspects of your life.

Partner with me if you are:
– Retired or nearing retirement
– A small business owner developing an exit-strategy
– Considering your estate and legacy strategy
– Managing intergenerational wealth

In my personal life, I am very involved in the community and served as chairman of Keep Brevard Beautiful, an organization dedicated to environmental stewardship and sustainability. I am also happily married to my wife, Nina, and we have a beautiful baby daughter. In my spare time, I enjoy hiking, gardening, and traveling.

Our office supports the Cocoa Beach Chamber of Commerce, Florida Institute of Technology, New Life Missions and the Scott Center for Autism through both volunteerism and philanthropy.

2024 Forbes Best-In-State Wealth Advisors in FL>, published April 2024, research by SHOOK® Research LLC, data as of June 2023. Compensation provided for using, not obtaining the rating. The rating is not based on quality of investment advice, investment performance or client feedback.