Our Work
First and foremost, I believe that it’s important to fully understand what is most important to you, before offering investment advice. We listen, care and wholeheartedly dedicate ourselves to helping you achieve your definition of financial success. Relationships are key, and we believe meeting face to face builds strong relationships. Our commitment is to partner with you for life to help you achieve what you set out to achieve. Our clients are also our friends – we are more interested in you as a person, not just your portfolio.

Accolades and Experience
Early on, I worked as a proof operator and teller at regional bank, and a business banking specialist at a major national bank, but it was serving as an intern at a well-known brokerage firm where I developed a passion to pursue a career as a financial advisor. As a graduate of Abilene Christian University, I hold a bachelor's degree in business administration, majoring in financial management. I've been working at Edward Jones since 2006 and in 2013, I became a limited partner with the firm. I have earned my AAMS™ designation and in 2014, I earned my CFP® designation. But really, I'm most proud of how we've been able to help our clients with over the years.

My clients often come to me during times of transition, such as retirement, receiving an inheritance or selling their business. I enjoy the challenge of developing complex financial strategies in collaboration with other professionals like my clients’ accountants and attorneys.

About Me
Outside of the office, I enjoy travel, scuba diving, volunteering supporting causes for the physically challenged, playing wheelchair Rugby, woodworking and spending meaningful time with my family.

I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.

Focus areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Intergenerational Planning
  • Special Needs Financial Considerations

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Fishing
  • Woodworking
  • Rugby

Office Information

Office Hours

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

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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