We enjoy our unique Edward Jones practice and the personal relationships we’ve developed with the families we serve. My senior administrator, Valorie, and I appreciate how our small household ratio allows us to be thoroughly comprehensive with our 35 years of combined industry experience.

I started investing at a young age when I purchased my first multi-unit apartment building at 23. As the son of a self-made entrepreneur, I had a first-row seat to hard work, investing and the importance of planning for financial independence. As an Edward Jones financial advisor, I enjoy helping the families I serve in Houston and virtually across the country to do the same.

I strive to involve the entire family in our planning process. I never want the first time I meet someone's significant other, adult kids or grandkids to be after the loss of a loved one. I try to get to know my clients' families as a whole and position myself as their financial resource.

Family is important to me. My wife, Thu, and I have been married for over 10 years and we have two daughters, Penelope and Paloma, who love acting, bike riding and Brazilian Jiu-Jitsu. When I’m not working, I enjoy high-intensity interval training, boxing and traveling with my family. I'm a firm believer that there is no better teacher than life experience.

During my career as an Edward Jones financial advisor, I was honored to fulfill my obligation to country with 21 years in the U.S. Navy & Navy Reserves. I spent 10 years overseas in Italy, Bahrain, Dubai and Afghanistan where I earned the Bronze Star and retired as a Senior Chief in 2021. Though challenging, military experience gave me purpose and motivation to continue serving my community as their financial advisor.

Tired of working with financial types that are unavailable, have long hold times and once reached, show charts/graphs and numbers ad nauseum? You won't find that here. I spend time getting to know my clients and help develop a coherent investment strategy for their unique financial situations. In short, you will have access to your own personal financial advisor.

It's a privilege to help the families I serve with something so personal and meaningful as a person's finances. I invite you to experience the dedication and focus you deserve.

Call our office today to schedule your appointment. We can't wait to meet you!

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Retirement Savings Strategies
  • Retirement Income Strategies

My Personal Interests

  • Personal Fitness
  • Health & Nutrition
  • Boxing
  • Traveling
  • Art & Theater

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 - 05:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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