As a financial advisor with Edward Jones since 2011, I oversee the finances for a select group of families, business owners and executives in the Austin area and across the country.

Our team uses an established process that is entirely focused on what is important to you. As we get to know one another, it is critical that I clearly understand both your short-and long-term financial goals and dreams. In addition, we can help assist you with protection strategies, tax-advantaged investments and estate considerations.

Many of our clients come to us from other financial firms, and a common theme is that most people don't understand how their financial advisor is compensated for the work they do. Before you begin a relationship with us, you should clearly understand the costs associated with the services we provide.

Originally from Central Oregon, we currently reside in Georgetown, TX where our branch office is located. I graduated from the University of Mary Hardin-Baylor in 2005 with a degree in business administration. After UMHB, I attended Texas A&M Central Texas and graduated with a Master of Business Administration. Prior to my career with Edward Jones, I spent seven years working for Extraco Banks in Central Texas. My wife, Courtney, is accountant. We have a daughter, Chloe (2013), and a son, Beckett (2017). In my free time, I enjoy playing and watching all sports, spending time in the outdoors and serving our community through various volunteer efforts.

My branch administrator, Loretta Fenoglio, has been serving clients with Edward Jones since 1998. Loretta has been instrumental in providing our clients with the highest level of service possible and is committed to helping ensure that you are always highly satisfied.

If you currently don't have a financial strategy in place or would like a complimentary second opinion on your current strategy, we would welcome the opportunity to get to know you better and see if we might be a good fit for each other.

Focus areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Business Retirement Plans

My Personal Interests

  • Baseball
  • Chess
  • Cooking
  • Health & Nutrition
  • Racquetball

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More