Born in northern Michigan, my family relocated to Arizona where I was raised. I earned my bachelor's degree in criminal justice and my MBA in finance at Arizona State University. I have lived and worked in the Austin area since 1997. My wife and I have four adult children, three girls and one boy. We enjoy spending time together traveling, hiking and just hanging out. A passion for service permeants our family in both our professional endeavors and personal activities.

Since joining Edward Jones in 2014, it has been my honor to serve a select group of families as their financial coach and partner. With the help of my talented office administrator, Jennifer Pittman, I use an established process to identify our clients' financial priorities; oftentimes recommending additional items for consideration and evaluation. Using the framework of our process, we will work together to plan and prepare for the unexpected.

We are dedicated to serving our clients with the utmost care, privacy and professionalism. Achieving something meaningful is hard work; that’s what we do and that’s what we’re committed to doing.

Serving with excellence requires that we remain students of our craft. To that end, I have obtained the Certified Financial Planner (CFP®); Chartered Retirement Planning Counselor (CRPC®); and Accredited Asset Management Specialist™ (AAMS®) designations.

Focus areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies

My Personal Interests

  • Running
  • Spending Time with Family
  • Technology
  • Tennis
  • Volunteering

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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