77 S. Palm Ave
Sarasota, FL 34236
Toll Free: 855-954-8651
My Professional Approach
As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.
My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your income needs now and during retirement? Are you transitioning your wealth to the next generation?
As we discuss these issues, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.
Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2016 as a financial advisor in our Sarasota, FL, office. I began my financial services career at Smith Barney in 1993, and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.
Away from the office, I enjoy spending time with my wife, Jenn, and our two children—Alex and Caroline. I also enjoy cooking, playing golf and coaching my son’s golf team. In addition, I’m an avid fan of the New York Yankees baseball, Tampa Bay Lightning hockey and Dallas Cowboy football teams.
Areas of Concentration
- Asset Allocation
- Education Planning Strategies
- Estate Planning Strategies
- Financial Planning Strategies
- Investment Strategies
- Retirement Planning
- Wealth Management
- University of South Florida, Bachelor of Science degree in Accounting