At our firm, we believe in face-to-face, one-on-one service. In fact, we provide the level of service and care that we would personally expect ourselves.

I became a financial advisor because of my experiences with two fathers. One was frugal, had a savings account, a pension and no debt. When he passed away, however, his pension ended, and he couldn't leave a legacy for his family. The other father's experience was similar with the exception of a long-term plan and investing his savings to achieve that plan. He left behind funds to take care of his family for generations. Very similar lives, vastly different results. This gave me a passion to help educate and guide people to look long-term investing to help them build wealth to achieve things that are important to them.

Our Edward Jones team is completed by branch administrator, Jana, who treats every client like family. Jana will probably check in on you when you are sick, call you on your birthday, cry with you during some sad life moments and laugh with you regularly. The personal connections she forms with clients are like no other.

Outside of the office, I enjoy spending time with my wife of over 15 years, Christal, and two kids, Adam and Caroline. I have a passion to give back to the Sherman community that has so generously supported me.

I've had a career that has included owning my own business, managing investments for a single investor, running a television station operation, working for a Fortune 500 company and working for a family-owned business. This broad experience gives me a vast amount of insight and knowledge that I draw upon every day to help my clients. I'd like to use my experiences to help you achieve your goals as well – contact our office to get started.

Focus areas

  • Business Retirement Plans
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies

My Personal Interests

  • Community Outreach
  • Golfing
  • Technology
  • Volunteering
  • News & Media

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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