Experience and Background

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. We can work together to create a retirement strategy that gives you options when you retire, regardless of what you decide to do.

I became an Edward Jones financial advisor in 2005 and was named a limited partner in 2016. I am a U.S. Army combat veteran and served in Desert Storm.

My passions in life include travel and family. My next trip will be to see the Northern Lights. The best places in the world to view them are closer to the Arctic Circle. I have one daughter and three busy grandsons.

In addition to being an active member of the Carrollton Rotary Club, I serve on a non-profit board for Ed-U-Care and host my annual toy drive for the children of DFW. Our branch begins collecting donations in October through early December and to date, over 25,000 toys have been distributed throughout the metroplex.

My branch team consists of Pat Fioretti, the branch office administrator. Our branch is open Monday through Friday from 8:00 - 4:30. Evening or weekend appointments are scheduled by appointment only.

I work best with clients who listen to my advice, have goals they want to achieve and a desire to increase their financial security.

If you are looking for a financial advisor, please give me a call. We can schedule a time to get together or set up a virtual appointment to discuss what is important to you. Together we can develop a strategy to help make it happen.

Work History
- Edward Jones October 2005 – Present

Focus Areas
- Investors Saving for Retirement
- Retirees
- College Savers
- Individuals with Insurance Needs
- Individuals with Estate Considerations

Focus areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Military Professionals & Veterans
  • LGBT Finances
  • Retirement Income Strategies
  • Socially Conscious Investing

My Personal Interests

  • Traveling
  • Volunteering
  • Walking
  • Movies & Entertainment
  • History and Museums

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Branch Team

Request an Appointment

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