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 before offering them advice. We value our clients and are dedicated to helping them achieve their definition of financial success. By working closely with you, your CPA, attorney and other professionals, I can help determine appropriate advanced strategies for you and your family.

In 1999, I moved my family from the Texas Panhandle to Fredericksburg to start my career with Edward Jones. In 2018 I was named Regional Leader, and now, as a Principal at Edward Jones, I am responsible for helping the firm lead and support 61 financial advisors in the heart of Texas. I have been married to my wife Christy for 35 years. We have two grown children, one of which is also a financial advisor with Edward Jones. We are now enjoying our first grandchild.

My team includes two Senior Branch Office Administrators: Sherrie DeLong with 15 years' experience and Carolyn Munroe with 20 years' experience. Both are limited partners in our company and care about your success.

Outside of the office, I serve as president of The Golden Hub Foundation, 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.

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

Focus areas

  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • College Savings
  • Insurance & Annuities

My Personal Interests

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

Office Information

Office Hours

Office Hours
WeekdayAvailability
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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