In 2001, I began my Edward Jones career as a financial advisor in Colleyville and became a limited partner with Edward Jones in 2006. I attended Texas A&M University and graduated in 1998 with a degree in finance.

I have received numerous awards in my career with Edward Jones. My peers also voted me the recipient of the Spirit of Caring Award for the Dallas/Fort Worth area financial advisors in 2007, 2008, 2010, 2012, 2016 and 2020.

From 2012 to 2016, I qualified to attend Edward Jones' Financial Advisor Leaders Conference, an honor reserved for some of the firm's top advisors. From 2017 to 2022, I qualified for the Managing Partner's Conference, an honor reserved for 400 of the firm's financial advisors out of nearly 19,000. At this conference, I was one of only 18 advisors in the entire firm to be recognized for qualifying for two conferences in the same year.

Our branch qualified for Edward Jones' premier recognition conference, the Drucker Council, which celebrates the contributions and achievements of 75 of the most successful branch teams from the firm's more than 18,000 in 2015, 2017, 2020 and 2021.

The past two years, I was named among the 2022 and 2023 Forbes Best-in-State Wealth Advisors.*

I earned the AAMS™ and the CRPC™ designations through the College for Financial Planning.

My wife and I have three children, two in college (one is at the University of Texas and the other is at Texas A&M University) and one in high school. I attend church at First Colleyville and was asked to serve as our Connect Group leader for our Sunday School class.

Our branch office administrator, Savera Manik has several years of experience and is dedicated to providing clients with the highest level of service possible.

*2022 and 2023 Forbes Best-in-State Wealth Advisors for Texas, awarded 1st quarter of each year, research by SHOOK Research, LLC. Data as of June of prior year. Compensation provided for using, not obtaining, the rating.

Focus areas

  • Charitable Giving
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Wealth Strategies

My Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Music
  • Fishing
  • Football

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 Closed
Sun Closed

Branch Team

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