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 fully utilize our 35 years of combined industry experience.

I strive to involve the entire family in our planning process. I never want the first time I meet someone's significant other and family 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.

I started investing when I purchased my first multi-unit apartment building at 23. As the son of a business owner, I had a first-row seat to hard work, investing and 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.

During my career as a financial advisor, I was honored to fulfill my obligation to country with 21 years in the U.S. Navy and 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.

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.

Are you tired of working with financial types that are unavailable, have long hold times and only show charts/graphs, ad nauseum? You won't find that here. I strive to know my clients and help develop a coherent investment strategy for their unique financial situation. In short, you will have 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.

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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