At Edward Jones, we value personal relationships based on a deep understanding of your unique financial needs. We can develop a solutions-based approach tailored to your individual goals and provide exceptional service.
Every strategy we offer and every solution we recommend is based on what's most important to you. Once we understand your priorities, we can help you identify specific financial goals and develop strategies to help you work toward achieving them.
A native Floridian, I have lived in Charlotte County since 1990, and I have worked at Edward Jones since 2007. I have two adult children who were raised in Charlotte County and have their own successful careers. My education includes a bachelor's and a master's degree in business administration from the University of Florida. In my spare time, I enjoy cooking, watching sports, music, and spending time with family and friends.
I enjoy serving the local community through my active participation in the following organizations: St. Charles Borromeo Catholic Church (usher, church Finance Committee), Knights of Columbus, Punta Gorda Chamber of Commerce (board - associate director), Friends of the Port Charlotte Library (board member), Charlotte County Society for Human Resource Management (program chair), Charlotte County Chamber of Commerce.
Since joining Edward Jones in 2007, I have received the following awards: Partners Award (2009); Spirit of Partnership Award (2011); Ted Jones Entrepreneurial Achievement Award (2012); Edward D. Jones Sr., Founders Achievement Award (2014 and 2015).