As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working towards before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

My primary goal as a financial advisor is to help individual investors develop an investment strategy geared towards their unique, long-term goals. Whether you're planning for retirement, saving for college, or just trying to protect the financial future of the people you care for the most, we can work together to develop specific strategies to help you achieve your goals. I often do this working closely with you and your CPA, attorney and other professionals, to ensure our financial strategy is in line with your tax and estate strategy.

I received my bachelor's degree in business management from Indiana University Northwest in 1989 and completed my MBA in financial consulting and entrepreneurship from SMU in 2003. My entire career has included my passion for finance; however, I was missing my love for entrepreneurship until I came to Edward Jones.

I began my Edward Jones career in 2018 as a financial advisor in Arlington, TX after a 25-plus year career in the mortgage backed securities, bond and banking industry. My main purpose for moving over to Edward Jones was to continue my love for finance and feed my entrepreneurship spirit. I accomplish my dreams by not offering you a cookie cutter approach. We will have deep discussions, thoroughly review your goals and design customized strategies geared towards those goals.

My wife, Amber, is a teacher and we have lived in Arlington for over 20 years. We have two children, Avery and Jarrett.

I welcome the opportunity to learn about you and your priorities. It all starts with a conversation - let's visit.

My Personal Interests

  • Spending Time with Family
  • Volunteering
  • Coaching Sports
  • Sports Enthusiast
  • Outdoor Enthusiast

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

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