The heart of a teacher – that is my best description of myself as a financial advisor with Edward Jones. Just like in the classroom, I feel it's important to know my clients personally by taking the time to get to know their stories and backgrounds so I can be more effective as an instructor and communicator. I use plain language to help simplify and guide my clients through an established five-step process and to help them navigate through the complexities of their financial strategy.

My branch office administrator, Leah Morton, and I have over 15 years combined experience with Edward Jones. Together, we work to bring our clients the highest level of service possible. The value we bring to our clients is simple – we care. Working with our branch, clients can expect a highly customized experience, which includes proactive contact, a regular review of progress toward goals and a high level of personal attention.

As a native Houstonian, I've spent most of my adult life in and around Spring Branch and the Heights where my extended family lives. With my wife of 20 years, we are busy raising three exceptional kids. My free time is spent at sporting events, volunteering at my church or on the board of our neighborhood HOA.

Leah and I look forward to getting to know you and helping you reach your financial goals.

Focus areas

  • Portfolio Reviews
  • Wealth Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Military Professionals & Veterans

My Personal Interests

  • Tennis
  • Football
  • Rugby
  • History and Museums
  • Movies & Entertainment

Office Information

Office Address

3310 Katy Freeway Suite 330 Houston, TX 77007

Office Hours

Office Hours
WeekdayAvailability
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 Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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