I joined Edward Jones in 2007 after graduating with a bachelor's degree from the University of Oklahoma. I received my AAMS® designation from the College for Financial Planning in 2009 while working as a financial advisor. Last year, I became a Chartered Retirement Planning Counselor (CRPC®) which allows me to help you define a “road map to retirement,” with a focus on clients’ pre- and post-retirement needs, as well as issues related to asset management and estate planning.

During my career with Edward Jones, I have participated in national leadership development programs, served in many leadership capacities both locally and statewide and today, I am gratefully able to coach other advisors and leaders. Also, I am a limited partner with Edward Jones.

My wife, Meredith, and I have been married for 13 years and have two wonderful daughters, Adele and Margot. I grew up in Edmond and we love the opportunity to be engaged in our church and community and to raise our daughters in the same area.

My branch team includes two branch office administrators: Billie Snow has been with Edward Jones since 2009 and Ann Newman has been with the firm since 2019.

Together, we partner with you throughout your life using an established process to build a personal strategy to help you achieve your goals. The number one objective in our office is understanding what is important to you.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Charitable Giving
  • Employee Stock Options

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Personal Fitness
  • Culinary Arts
  • News & Media

Office Information

Office Hours

Office Hours
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

Email Me

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