As your Edward Jones branch team, we believe it’s important to invest our time and empathy in understanding what you’re working towards before you invest your money.

My primary goal as a financial advisor is to help individual investors develop an investment strategy geared toward their unique, long-term goals, taking into account their comfort for risk and time horizon for each goal. Whether you need to save for a child’s college education, reduce taxes or plan for retirement, I can help by partnering with you to determine the most appropriate financial strategy for you and your family. I often do this working closely with you and your CPA, attorney and other professionals to help ensure our financial strategy is in line with your tax and estate strategy.

I began my Edward Jones career in 2010 as a financial advisor in Arlington after a 19-year career in the retail food industry. My passions for finance and helping others, and my desire to be entrepreneurially minded, led to Edward Jones. In 2019, I stepped into a regional leader role which has allowed me to help others get better at helping their Edward Jones clients. I was invited to become a principal of Edward Jones in 2021. Our branch team – Danielle Ward, Stephanie Marshall and I – strive each day to provide the most ideal client experience. We feel as though our clients are like family.

I met my wife, Anne, while earning my bachelor's degree from Colorado State University in 1995. We have been happily married since 1996, and have two children; Ben, who is currently studying at University of North Texas and Chloe, who will also begin studying at UNT in the fall of 2021. We moved from Colorado in 2008 and have lived in Arlington ever since.

We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.

We welcome the opportunity to learn about you and your priorities. It all starts with conversation – let's visit.

Focus areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning

My Personal Interests

  • Running
  • Outdoor Enthusiast
  • Golfing
  • Traveling
  • Soccer

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 - 03:00PM
Sat Closed
Sun Closed

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