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.