
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn MoreI believe it's essential to understand what clients are working toward before offering them investment advice. I listen, care and sincerely commit myself to helping my clients achieve their definition of financial success. Relationships are key, and in our view, meeting face to face builds strong relationships.
My team includes my branch office administrator, Rebecca Gonzales. When you decide to work with our practice, we start by finding out what's important to you. Then we use an established process to build a personalized strategy to help achieve your financial goals. Finally, we partner together for the rest of your life to help you stay on track. My clients often come to me during times of transition, such as retirement or receiving an inheritance. I enjoy the challenge of developing complex financial strategies in collaboration with other professionals like my clients' accountants and attorneys.
Outside the office, I am proud to be involved in the Seguin community as a member of Seguin Rotary, the Chamber of Commerce and as a board member of the Irma Lewis Seguin Outdoor Learning Center. I also love spending time with my wife, Stacy, and our three young children: Grant, Olivia and Tucker. We enjoy traveling, camping and a variety of outdoor activities.
At Edward Jones, we're focused on you. I know that working together, we can help you develop a comprehensive financial strategy to help you achieve what's important to you.
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Fri | 08:00AM - 04:00PM |
Sat | By Appointment Only |
Sun | Closed |
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn MoreNeed 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 quizA summary of last week's market highlights and economic news.
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