As an Edward Jones office team, our goal is to empower people with knowledge and information so they can have the financial control they desire for their future. Annie Luquette, Branch Office Administrator, and I partner with our clients to understand what's important to them. I then create and implement personalized strategies to help make sure they are on track to achieving their financial goals. Our goal is to use a process driven approach of investment consulting, strategic planning and long-term partnership to provide meaningful impact in the lives of our clients.

I began my career with Edward Jones in June 2001 in the firm's public finance department and transitioned to become a financial advisor in March 2016, which has allowed me to pursue my passion to help others achieve their financial goals.

I hold the General Securities Representative (Series 7); Uniform Combined State Law Examination (Series 66) registrations; and insurance licenses.

I am a native Houstonian and have been married to my wife, Beth, for 28 years. We have two daughters, ages 21 and 19. When I'm not in the office, I am actively involved in the community and enjoy working with our church young group. I have volunteered for eight years with a local Upward Challenger Basketball league for special needs athletes. I'm in my eighth year as a board member of the Bellaire High School PTO and was previously on the board of the Horn Elementary PTO.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • New Investors
  • College Savings
  • Divorce Finances

My Personal Interests

  • Spending Time with Family
  • Volunteering
  • Community Outreach
  • Home Improvement

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

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