2023 marks my 28th year as a financial advisor with Edward Jones, and I am deeply grateful to have been able to help so many clients achieve their financial goals throughout the years.

I partner with my clients in a way that is approachable and open for people to express themselves, ask questions and learn. I focus on explaining the investment world in terms you can understand, and there are three things I want my clients to walk away knowing: why I'm suggesting a specific investment/strategy, what to expect from it and how much it's going to cost.

In order to better serve my clients, I have obtained the CERTIFIED FINANCIAL PLANNER™ certification. The Certified Financial Planner Board of Standards Inc. awards the CFP certification to individuals who meet the board's requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP Certification Examination and the CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board's Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

On a personal note, I am an avid runner, having completed eight marathons, and also enjoy cycling, playing golf and traveling. My wife and I live in Bedford, where I am active in my church and the Rotary Club of HEB. We also established a 501(c)3 nonprofit organization to support the impoverished elderly in Zimbabwe, where my wife was born.

I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.