I became part of the Edward Jones family as a client back in 1995 as I met with my first financial advisor in Farmington Hills, MI. I was only 25, but I knew I wanted to start saving for retirement and preparing to make sure myself and my family were financially secure.

My background is probably a little different than most advisors as I grew up on the farm back home in Michigan. My dad was a teacher and football coach and my mom was a nurse. I got up before school to do the horse chores every morning and completed them every night after I got home from school. I also had to fill the fireplaces with wood in the upstairs and downstairs every morning and every evening as part of my regimen. Not to mention, I spent all summer either bailing hay for the horses or cutting firewood to fill the wood pile for winter.

How This Translates to The Clients I Serve Today

I know that every client I work with is different. I know my clients work hard to provide for their families and loved ones. I take the time to listen to each one and help understand their unique situation and their desires, dreams and concerns. I take the time to help each client come up with their own unique solution and we continue to make changes as life happens along the way.

My Ideal Client

I want to work with clients that are serious about achieving their financial goals and who appreciate outstanding customer service and personal attention. I focus on helping young professionals, business owners and people approaching retirement as well as current retirees.

My hobbies include pretty much anything athletic – basketball, volleyball, swimming, running, lifting weights, etc. I am an avid hunter and fisherman, and I enjoy spending time with my girlfriend and kids and love the family life.

If this sounds like the person you would like to work with, please call my office today and schedule some time for us to get to know one another.

Focus areas

  • Wealth Strategies
  • Business Retirement Plans
  • Divorce Finances
  • Retirement Income Strategies
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Fishing
  • Hunting
  • Sports Enthusiast
  • ATVs

Office Information

Mailing Address

P O Box 979 Bullard, TX 75757

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 By Appointment Only
Sat By Appointment Only
Sun Closed

Branch Team

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