As an energetic financial advisor with 12-plus years of experience, my office is open to serve you on Main Street in Grapevine, TX.

I have always been fascinated with investments and the compounding of growth. At the age of 14, I invested in my first stock with earnings from my neighborhood jobs.

My focus is to understand the priorities of both individuals and their families, and then develop a personal strategy to help achieve their financial goals. This strategy is often inclusive of investments, retirement strategies, insurance strategies and estate considerations.

My accreditations include the CFP® and AAMS® professional designations, and a financial planning degree from Baylor University. I am also a limited partner with Edward Jones.

My wife and I are active members of the DFW community. We both went to school in the area and value raising our two children in a similar environment.

Finance is my passion – thank you for allowing me to serve you.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning
  • College Savings
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Personal Fitness
  • Home Improvement
  • Board Games

Office Information

Office Hours

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

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