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.