A native Texan, I grew up in the Bryan/College Station area. I graduated from Texas A&M in 1982 with a bachelor’s degree in construction science. Since joining Edward Jones in 2004, I have earned the AAMS® and CFP® professional designations through the College of Financial Planning.

My wife and best friend, Loretta, and I live in Fort Worth with our two sons, Britton and Travis. We have a core belief that for the privilege of being put on this earth, we have an obligation to leave our camp site better than we found it. As such, I currently serve on multiple local boards including the Fort Worth Ronald McDonald House, the Fort Worth Stock Show Syndicate, A Wish With Wings, and the Greatest Gift Catalog Ever. Loretta supports FFA and 4H kids through Ladies on the Lamb and as a volunteer at the Fort Worth Stock Show and Rodeo. As a family, we also proudly support the nationwide Edward Jones initiative to find a cure to Alzheimer’s through our firm's “Walk to End Alzheimer’s” program.

We help individuals, families and business owners develop and implement strategies specifically tailored to accomplish the goals that are most important to them. Our team works closely with you and your other trusted professionals to address all of your financial and non-financial needs such as personal and business retirement planning, wealth transfer, risk mitigation, charitable giving, college education funding and more.

My branch office administrators are Chelsea Godwin and Lauren Lindsey. As a general partner at Edward Jones, I also oversee 66 other Edward Jones branches in North Texas and Southern Oklahoma as a regional leader.

We love what we do, and firmly believe in our purpose to make a positive impact in the lives of our clients as well as the entire community that we have the privilege to serve.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Divorce Finances
  • Entrepreneurs & Business Owners
  • Charitable Giving
  • Special Needs Financial Considerations

My Personal Interests

  • Community Outreach
  • Hunting
  • Golfing
  • Traveling
  • Spending Time with Family

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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