My job as a financial advisor is to understand what's important to you.

I believe it's important to invest my time to understand what you're working toward before you invest your money. It's equally important to understand the level of risk you're comfortable accepting when investing. I can help you balance that level of risk by building an appropriate financial strategy for you and your family.

Our Senior Branch Office Administrator, Lisa Spencer, has been with Edward Jones since 2009. Lisa is dedicated to providing our clients with the highest level of service possible. Our office has an established process to help our clients organize, protect and monitor their assets.

On a personal note, my wife, Natalie, and I reside in Longview with our two boys, Max and Crew. We spend the majority of our time enjoying the great outdoors. You will find us on any given weekend playing the yard, spending time at the lake/ranch or playing tennis.

Every day, I try to instill in my children certain values that I also try to bestow on my clients. Those values are to treat every person with kindness, be attentive to the needs of others and show people that you care about them.

I welcome the opportunity to learn about you and your financial priorities. It all starts with a conversation – let's chat.

Focus areas

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

My Personal Interests

  • Outdoor Enthusiast
  • Spending Time with Family
  • Tennis
  • Pickleball
  • Scuba Diving

Office Information

Office Hours

Office Hours
Mon Closed for Holiday
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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