As a previous business owner and the president of Flag Fire Equipment, my business and finance background has enabled me to build a practice well suited for clients with more complex needs. I work primarily with retirees, medical professionals and business owners. I partner with my clients to understand what is important to them, their family, and their specific situation. A big part of my practice involves estate consideration and wealth transfer. I will often work in conjunction with a client's accountant and/or lawyer to ensure that all bases are covered when building their financial strategy.

Having a life long passion for the stock market, I joined Edward Jones in 2002 when I sold my business. I work in partnership with my senior branch administrator Samantha Hill. Samantha brings with her vast knowledge of the banking and investment industry, having worked in the industry herself since 1992 most recently as a Financial Advisor for Merrill Lynch and CIBC Imperial Service. We work together to ensure all our clients needs are met and love keeping up with their adventures.

I am happily married to my wife, Diane for 34 years and counting. We have raised two wonderful daughters, Courtney and Ashley. We enjoy travel, golf, biking, boating and winter escapes to our home in Florida.

If you would like some help developing your financial strategy, please give our office a call today to set up an appointment.

My Personal Interests

  • Golfing
  • Traveling
  • Cycling
  • Spending Time with Family

Office Information

Office Hours

Office Hours
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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