I became a financial advisor because of my passion for helping others be financially successful. I am thankful to say, even in my 29-plus years as a financial advisor, I still have the same enthusiasm for helping my clients succeed in reaching their financial goals as when I began my career.

I was hired to work with Edward Jones right out of college in 1993. In learning about the financial industry, I realized I wanted to be instrumental in helping others build and attain their financial dreams. I became a financial advisor and chose Fort Worth as the place where I felt I could fill the need to help people and build my practice.

Sheryl Hicks is my Senior Branch Office Administrator. Sheryl has almost 15 years' experience delivering exceptional client service. We believe it is important to work together to deliver highly personalized service to each of our clients and build long-lasting relationships. She helps in this effort by supporting my financial advisor processes.

We believe in creating trust and understanding and developing personal relationships. I enjoy working with each client and prospective client to customize a personalized strategy for them.

As I mentioned earlier, I chose Fort Worth not only to build my practice, but to raise our beautiful family. My wife, Karen, and I are from Illinois and are college sweethearts. We have three amazing children. Andrew and Nicholas are in college and Grace is a junior in high school. We have found Fort Worth has been a wonderful place to raise a family and build a career. I am looking forward to many more fruitful years serving you and the community.

Focus areas

  • Portfolio Reviews
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Insurance & Annuities

My Personal Interests

  • Reading
  • Golfing
  • Camping
  • Health & Nutrition
  • Hunting

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:30PM
Tue 07:30AM - 04:30PM
Wed 07:30AM - 04:30PM
Thu 07:30AM - 04:30PM
Fri 08:00AM - 12:00PM
Sat Closed
Sun Closed

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