Upon graduation in 1984 with a Bachelor of Science degree in management from the U.S. Naval Academy, I began serving 28 years in the Navy as a helicopter pilot stationed on aircraft carriers. During my Navy career, I obtained a Master of Science degree in management in 1993 from the Naval Postgraduate School in Monterey, CA. I also earned a Master of Arts degree in national security and strategic studies in 1999 from the Naval War College in Newport, RI.

During my military service to our country, I was active in investing. I did volunteer work through church with Crown Financial Ministries, helping families to budget, eliminate debt and start investing for their future.

Currently, I serve my clients by helping them meet their financial goals at Edward Jones. I work closely with you, your CPA, attorney and other professionals, to determine the most appropriate financial strategy for you, your family and your business.

As a financial advisor I have obtained the CERTIFIED FINANCIAL PLANNER™ certification and the professional designations of Chartered Financial Consultant® and Certified Exit Planning Advisor®. These designations allow me to integrate with other CEPA® professionals in helping business owners grow and exit their business while identifying their post-sale purpose. After the sale, I help the business owners throughout their lifetime executing their financial plan and purpose.

I volunteer at Stonebriar Community Church's career transition ministry, Frisco Connect, and in the church's Awana Program. I also volunteer as a puppy sitter for Canine Companions for Independence.

Jill Brubaker is our senior branch office administrator. Our focus is providing exceptional service and building long-term relationships with our clients.

We look forward to working with you.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Charitable Giving
  • Military Professionals & Veterans

My Personal Interests

  • Aviation
  • Health & Nutrition
  • Sports Enthusiast
  • Community Outreach
  • Hiking

Office Information

Connect on Social

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More