As an Edward Jones financial advisor with over 12 years of experience, I help a select group of families and businesses throughout Texas and across the country with their financial affairs. I believe it is important to invest my time to understand what is important to you. By taking that time, I can use an established process to tailor strategies to your goals and partner with you throughout your life to ensure you are on track to achieve what is most important to you.

Our talented branch office administrator, Carroll Baldridge, has more than 30 years' experience and is dedicated to providing you the highest level of service and client experience.

Our ideal client is one who is serious about establishing and reaching their financial goals. One who engages in the process, and who is willing to have open, honest conversations about what is important to them and their financial picture. We have partnered with many clients, including those that have backgrounds as medical professionals, the oil and gas industry, legal professions and the utility industry.

On a personal note, my wife, Michelle, and I have lived in Athens for over 20 years with our two boys, Hesston and Will. We enjoy spending time together, attending our children's activities and traveling to unique locations.

I attended Tarleton State University in Stephenville, TX, earning a bachelor's degree in 1996. I have since earned the CFP® professional certification and AAMS™ professional designation.

What is important to me: My faith, my family and the clients we have the honor of partnering with and serving.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Intergenerational Planning

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Outdoor Enthusiast
  • Cooking

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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