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® designation.

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 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 Address

1828 Nacogdoches San Antonio, TX 78209

Office Hours

Office Hours
WeekdayAvailability
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

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