As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so that you have more options when you retire, regardless of what you decide to do.

In 2001, I joined Edward Jones as a financial advisor, opening the firm's second branch in Georgetown, TX.

I attended The George Washington University and graduated in 1995 with a bachelor's degree in accountancy. I also earned a master's degree in professional accounting from the University of Texas in Austin in 1997. In addition, I have received the professional designations of CFP® and ChFC®.

My wife, Jana, and I have a daughter, Mackenzie, and a son, Bowen. I am an active member of the community, serving as president for Orenda Education since 2002.

My senior branch office administrator, Shauna Lang, has 14 years of experience with Edward Jones. Marsha Sray joined our branch team as a branch office administrator in 2018. Please don't hesitate to call on them with questions concerning your statement, dividends, stock certificates or your account in general.

We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning
  • Wealth Strategies
  • College Savings
  • Estate & Legacy Strategies

My Personal Interests

  • Traveling
  • Golfing
  • Swimming

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:30PM
Sat Closed
Sun Closed

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