WHY WORK WITH US:
I started at Edward Jones in 2003 after graduating from Texas A&M University and in 2008, I became a limited partner with the firm.

Since then, I have hired an outstanding, motivated, detail-oriented, customer-minded branch team, Megan McCoy and Melanie Goodwin.

My mission is to help affluent investors continue, maintain and improve their hard-earned standard of living for the rest of their lives and pass that legacy on to their family.

WHAT WE DO:
I focus on professional financial strategies for affluent business owners, executives, entrepreneurs, families and individuals.

Working with you and your CPA, estate planning attorney, insurance specialists and other professionals, I can help determine the most appropriate financial strategy for you, your family and your business.

We use an established process to gain a detailed understanding of your values and goals.

Together, we can assist you with items including, but not limited to…

-Retirement savings strategies
-Receiving an inheritance
-Saving for the dream vacation home
-College savings plans for kids or grandkids
-Long-term care for later in life
-Life insurance to plan for the unexpected
-Charitable giving
-Leaving a legacy

WORK WITH ME TO:
-Develop, implement and monitor a comprehensive wealth strategy.
-Help you make sound financial decisions in today's uncertain political, economic and social environment.
-Obtain a confidential, no-obligation second opinion and investment strategy review from a seasoned financial advisor.

CALL TO ACTION:
Let’s connect and schedule a confidential, no-obligation deep dive into your finances today.

COMMUNITY INVOLVEMENT:
I am very involved in the Brenham community, serving on the board at Camp for All.

Focus areas

  • Portfolio Reviews
  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Business Retirement Plans

My Personal Interests

  • Volunteering
  • Spending Time with Family
  • Technology
  • Traveling
  • Football

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Request an Appointment

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