I have spent the majority of my life living in the Ruidoso area. Growing up in a small community is great, and I truly love living in Ruidoso. My wife and I met in high school and we married while attending New Mexico State University. We were both fortunate to return to Ruidoso upon graduation and were gainfully employed in the service industry. However, in 1996, I was offered a job in Silver City, NM, which at the time I wasn't really excited about.

We all know the phrase, "Everything happens for a reason." I believe the reason for me moving to Silver City was to meet my Edward Jones financial advisor. I was a recently married young man taking a new job away from home. My advisor sat me down and discussed emergency funds, retirement and any educational needs I might need for my future family. I agreed to work with him, and we have developed a lifelong friendship. I only spent about nine months in Silver City and then was able to move back to Ruidoso, where my wife and I were able to raise our two children.

Fast Forward 22 years... The portfolio and financial strategy we had developed with our advisor allowed my family to handle college educations, business opportunities and retirement security. I placed a call to my advisor a few years back and we visited about my family, work and how business was going. I realized that my advisor had helped me prepare for those things over the past 22 years. That's when I decided that I wanted to help people prepare for their financial futures by finding out what is important to each of my clients and then utilizing an established process to help them work to achieving their financial goals. Give me a call and let's get started by finding out "What is important to you."

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Special Needs Financial Considerations
  • Retirement Income Strategies
  • New Investors
  • Business Retirement Plans

My Personal Interests

  • Basketball
  • Coaching Sports
  • Golfing
  • Sports Enthusiast
  • Traveling

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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