With over 25 years of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. My extensive experience - throughout major shifts in the markets - enables me to help my clients structure balanced portfolios to address their specific financial goals. Now a Financial Advisor with Wells Fargo Advisors Financial Network, I began my financial services career with this same company, as a Financial Advisor with A.G. Edwards, a predecessor firm of Wells Fargo Advisors. I have helped investors in The Villages, FL area for over 20 years and look forward to helping them meet their financial goals for many years to come.

Retirement Income Planning

An aspect of retirement planning that’s often overlooked is understanding how much annual income you should expect at retirement and whether that amount matches your expectations. I can help you determine which retirement income strategies may help you reach your goals – whether you hope to maintain flexibility and control of the principal, have opportunities to grow the principal or increase the income, or have enough income to last the rest of your life.

Comprehensive Investment Planning

Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event – it is a process. As your life circumstances change, so must the investment strategies I use to stay on course toward meeting your objectives. That is why I work with you, one on one, to design investment strategies targeted to your specific needs and goals.

Estate Planning

I can work with you and your other professional advisors – including your CPA and attorney – to develop an estate planning strategy that is appropriate for your circumstances. Wells Fargo Advisors does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that could have tax consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

 
I have earned a Bachelor’s degree in Accounting from West Virginia University in Morgantown, WV. My wife Allison and I have two young children, Jack and Abbie. We live in Ocala, and outside of the office I am an avid golfer and member of Golden Ocala Golf and Equestrian Club.