I have been a resident of North Dallas for 40 years, and I serve families in the Addison, Brookhaven, Farmers Branch, Glen Cove, Preston Hollow and Sparkman neighborhoods. I use an established 5 step process, where I work to identify what is most important to you, develop personalized strategies and partner with you to make sure you are on track to accomplishing your goals. Originally from Chicago, I moved to Florida where I completed my education.

I joined Edward Jones in 2003, and I have my office near Josey and LBJ Freeway. I am passionate about helping clients reach their goals, from saving for college and saving for the beach home in retirement to improving your cash flow and income in retirement.

I have a wonderful partner; senior branch manager Lee Hamilton and I have worked together for over 17 years, so we are able to bring a sense of calm and confidence our relationships with clients. As part of our community outreach, we collect blankets for The Bridge every year during our annual holiday open house.

I am an active member of the Preston Hollow Rotary Club and have helped with the Town North YMCA Annual Campaign Drive for over 20 years.

I live in North Dallas with my wife, Julia, and we have three kids.

I enjoy playing tennis, and I am a member of the Dallas Tennis Association and the USTA.

I welcome the opportunity to discuss your investments or your current portfolio.

My Personal Interests

  • Community Outreach
  • Fishing
  • Golfing
  • Hunting
  • Tennis

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 - 04:30PM
Sat By Appointment Only
Sun Closed

Connect on Social

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More