Before I became a financial advisor, I was a CPA looking for a more inspiring way to engage with finance while better supporting my family. After learning more about personal finance, I decided to become an Edward Jones financial advisor. I have since obtained more than 20 years of experience across major market events including Y2K and the Great Recession of 2008 and my CFP® professional certification. I have acquired the experience and knowledge needed to help my clients work to achieve their goals and plan for the unexpected.

When I began my career with Edward Jones, I was one of just four branch office locations in Ellis County. Now, with nearly 30 branch offices across the county, our team is able to focus on partnering with serious, long-term investors who need comprehensive guidance when it comes to their financial future. We proudly aim to offer exceptional service to a limited number of households, allowing us to focus on your unique financial goals and check in regularly to make sure you’re still on track. Whether we’re working to make sure your portfolio is tax efficient, properly diversified or retirement ready, our dedication to friendly, ethical and objective financial strategies and solutions means our clients are not making difficult financial decisions alone. It’s our honor to help ensure you have the education, resources and confidence you need to make the choices that bring you closer to making your financial dreams a reality.

My full-time branch administrator, Trisha Gray, and I believe that you shouldn’t have to navigate a call center just to speak with your financial team. You can trust that we’ll be the ones to answer our phones and be ready to provide you with exceptional, personalized service. If you’re in the Dallas/Fort Worth area, call us today at 972-576-8684 for a complimentary, initial consultation to see if we might be a good fit for your financial future. If you’re not from the area, call to learn more about how we can virtually serve you.

Outside of the office, I am a blessed family man. My wife, Caryn, and I have been married over 30 years and have five adult children and one grandchild. I enjoy Brazilian Jiu Jitsu and spending time with my family, and have served our community as board chair of a local Chamber of Commerce, Rotary Club, Homeowner's Association, Toastmasters Club and private school.

Focus areas

  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Wealth Strategies
  • Entrepreneurs & Business Owners

My Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Hiking
  • Reading
  • Chess

Office Information

Office Hours

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

Additional Hours

  • Evenings

Branch Team

Email Me

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