77 S. Palm Ave
Sarasota, FL 34236
Toll Free: 855-954-8651
My Professional Approach
When it comes to investment planning and preparing an investment approach that helps meet your needs, it all starts with trust. I also recognize we do not earn that trust overnight. It develops over time in an atmosphere of mutual understanding and respect. This is precisely why I joined Benjamin F. Edwards & Co.
I take the time to get to know my clients and their circumstances. It is, after all, those issues that will drive your financial goals and help form the framework of your investment plan. As we work together, I will ask a lot of questions and carefully listen to your responses. From there, we will work to put a plan together, and meet periodically to assess our progress. We will also use those meetings as an opportunity to update things and make changes, if necessary.
I enjoy helping people plan their financial futures. With more than 20 years in the industry, I focus on getting to know my clients, and making a positive and meaningful difference in their lives while helping them achieve their dreams, goals and financial aspirations. In my free time, I enjoy traveling, am an avid biker and love all types of big adventures. My wife, Leslie, and I have two children, Austin and Brittany.
Education & Accreditation
University of Pretoria, South Africa, Bachelor of Arts in Education, 1990
University of Tampa, Florida, Bachelor of Science in Psychology, 1991