Prior to joining Edward Jones as a financial advisor, I founded an oilfield service company - the culmination of leadership skills gained through nearly a decade of service within the energy industry.
As a 2018 graduate of the University of Oklahoma, I hold an Executive MBA in energy.
I have been married to my spouse, Indira, for three years. We consider ourselves "Vexans", seeing as Indira is Venezuelan and I am a Texan. We presently volunteer for numerous charities around the Houston area.
I am also an avid rock collector and entrepreneur, having traveled the world acquiring various specimens. Additionally, I enjoy working with fellow entrepreneurs. I also champion sports and activities involving precision and patience such as golf, tennis and skeet.
As an Edward Jones financial advisor, my greatest priority is to invest my time in understanding what you are working towards before you invest your valuable money. Additionally, I welcome the opportunity to work with your attorney, accountant and other trusted professionals to help deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a tailored strategy to help you achieve your financial goals. We will also monitor your progress to help assure you stay on track and determine if any adjustments should be made.
But we are not alone - with thousands of people as well as advanced technology, our office is supported by the Edward Jones headquarters to help ensure you receive the most current and comprehensive investment guidance.
At Edward Jones, we are dedicated to providing you with distinguished client service through financial advisement, done right the first time.
- Entrepreneurs & Business Owners
- Wealth Strategies
- Intergenerational Planning
- Socially Conscious Investing
My Personal Interests
- Mountain Biking
- History and Museums
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