As a financial advisor for Edward Jones, I am dedicated to being a part of your financial journey and to build a strong and continuous relationship to help you achieve your goals.

I enjoy the opportunity to partner with individual investors, successful professionals, business owners and charitable organizations and implement strategies that work toward specific goals that we set together.

My team and I understand the importance of a strong strategic relationship and welcome the opportunity to work hand in hand with your CPA, attorney, business consultant and assisted living specialists to help you navigate through certain life phases. I'm here to listen and guide you to reach your goals by understanding what is important to you and your family and helping determine the most appropriate financial strategy.

I also recognize the unique needs of women living in retirement and I have the comprehensive experience to help prepare women to be retirees and build strategies to address their specific concerns and goals.

After being in the financial industry for over 22 years, I have found that my clients really appreciate the time that I take to educate them on the strategies and investments we will be using, which in turn, helps them feel more confident and empowered when making decisions.

Martina Stanley and Lynn Torres are my Branch Office Administrators and have a combined 30 years of experience in the financial services industry. Both are very involved in our local community and serve as volunteers on numerous charitable organizations and boards. They always make you feel like family and provide ongoing support to give you exceptional client service experience.

Outside the office, I enjoy time with my beautiful wife and two children. My wife and I love traveling and spending time outdoors. Both of my children are attending Texas A&M University.

Focus areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Retirement Savings Strategies

Office Information

Mailing Address

P O Box 2555 Lindale, TX 75771

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 - 03:00PM
Sat Closed
Sun Closed

Branch Team

Email Me

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