Because of my passion to help others succeed and the firm’s focus on the serious, long-term investor, I chose to join Edward Jones in 2001 as a financial advisor. In 2010, I was invited to become a limited partner in the firm.

My team and I work closely with business owners, executives and retired individuals to help them achieve their financial goals as well as strive to help them make sense of investing. My clients and I partner together by exercising a disciplined process that does not predict but rather prepares personalized strategies based on evolving client goals and current conditions. Together, my clients and I develop personalized wealth strategies, asset protection strategies well as estate and legacy strategies.

I received my undergraduate degree from Texas A&M in College Station and a Master of Science degree from the University of Southern California. As an Edward Jones financial advisor, I hold the life, accident and health insurance agent license as well as the FINRA 7 and 66 registrations. In 2012, I achieved the CFP® certification.

Outside of the office, I am active in the Alamo Heights Chamber of Commerce as a former president and the Alamo Heights Rotary Club as a former president. My wife, Maureen, and I reside in San Antonio. We have two daughters, two sons and five grandchildren.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Charitable Giving

My Personal Interests

  • Backpacking
  • Mountain Biking
  • Community Outreach

Office Information

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 - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More