Are you someone that would appreciate having a financial advisor that not only sees it as an amazing gift to help people, but also has 25 years of financial industry experience? Many of my clients are from the Dallas/Fort Worth area, where I grew up. Many are in other cities, even other states. I hold a Bachelor of Science degree in mathematics and a Master of Science degree in economic research – both from the University of North Texas in Denton.

Edward Jones has proven to be an excellent platform for me to provide service to those who have contributed to our communities such as first responders, veterans and volunteers.

My clients love that I live by the notion that relationships are key. I've been able to build relationships effectively both in person and virtually. Many people I work with are seeking a combination of retirement for themselves, or in certain cases, looking to leave a glorious legacy for their family.

The main thing I’m going to do for you is invest my time to understand what's important to you.

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Through it all, I am dedicated to providing you top-notch client service.

I am passionate about improving my community (locally and broadly) by participating in programs that help the homeless (both human and animal), assist people after disaster strikes (Red Cross) and offering education about topics of all kinds – both financial and non-financial (such as wildlife).

I live in Grand Prairie, TX, with my life partner, Michael. Between us, we have seven children and 17 grandchildren! We are blessed!

If you've read this and what I've shared has resonated with you, isn't it worth your time to meet with me?

Focus areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Special Needs Financial Considerations
  • Military Professionals & Veterans
  • Divorce Finances

My Personal Interests

  • Community Outreach
  • Swimming
  • Camping
  • Hiking
  • Volunteering

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 06:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 06:30PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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