Almost everything I ever needed to know in life I learned on the ranch. I grew up with and around cowboys. Cowboys have unwritten rules, an etiquette of their own and learn through keen observation. Their lives are deeply rooted in hard work, respect for others and the quality of their work.

I learned early, as an “aspiring cowboy”, to think ahead about why and how I would accomplish something. As a financial advisor, I know the importance of listening to, observing and understanding what’s most important to clients and why, before offering them guidance and advice. We are dedicated to helping our clients achieve their definition of financial success. By working closely with you, your CPA, attorney and other professionals, I can help determine appropriate advanced strategies tailored specifically to you and your family.

In 1999, I moved my family from the Texas Panhandle to Fredericksburg, starting my career at Edward Jones. In 2018, I became regional leader within our firm. As a principal at Edward Jones, I am responsible for leading and supporting 54 financial advisors and their branch offices in the Heart of Texas. I have been married to my wife, Christy, for 36 years. We enjoy two grown children and their spouses. Our son, Jack, is also a financial advisor with Edward Jones. We are now adoring our first grandchild.

My team includes two Senior Branch Office Administrators, Sherrie DeLong and Carolyn Munroe, serving clients at Edward Jones for 16 and 21 years respectively. Both are partners in our company, are highly skilled and care deeply about your personal experience as a client.

Outside of the office, I serve as president of The Golden Hub Foundation and president of the Executive Board at The Boys & Girls Clubs of the Texas Hill Country. For fun, I am an avid bluegrass musician, lover of the Rocky Mountains, world traveler and cyclist.

If you are interested in learning more about how my team can help, give my office a call today.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Charitable Giving
  • Retirement Income Strategies
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Music
  • Outdoor Enthusiast
  • Cycling
  • Traveling

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 - 03:30PM
Sat Closed
Sun Closed

Branch Team

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