My goal as an Edward Jones financial advisor is to help my clients live out their dreams. In order to do that though, we must first determine; What is important to you? Is it a vacation home in Aspen? Are you wanting to travel across the globe? Do you want to help pay for your children or grandchildren's education? No matter what your dreams are, I believe it is important to invest my time in understanding what you are working toward, before you invest your money. It is also important to understand the level of risk you are comfortable accepting when investing, so we can balance it with the steps necessary to help you reach your long-term goals.

I'm inspired every single day by the people I'm so lucky to work with and meet. My branch office administrator, Judy LaRoche, and I strive each day to provide the most ideal client experience that we can.

On a personal note, I was blessed to marry my best friend, Kelly, in 2013 and we reside in East Bernard. We have three incredible children, JJ, Zoey and Kazdyn. We spend a majority of our time enjoying the great outdoors, whether it be fishing on Lake Somerville, going on long bike rides, watching sports on the back patio or even working in the family garden. It seems like we are constantly drawn to the Texas heat!

Each day, I try to instill in our children certain values that I also try to bestow on my clients. Those values are to treat every person with kindness, be attentive to the needs of others and show people that you care about them.

At Edward Jones, we use an established process to build personalized strategies to help you reach your goals. Let us show you how we can make a difference!

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Wealth Strategies
  • College Savings
  • Business Retirement Plans

Office Information

Office Address

804 N Fulton St Wharton, TX 77488

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 - 03:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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