Experience and Background

With nearly 20 years of experience as a financial advisor at Edward Jones, helping others reach their financial goals is what is most important to me. We can accomplish this through an established process to build personalized strategies to help you reach your financial goals.

Upon graduating from Texas A&M University with a degree in economics, I began my career with Edward Jones. Throughout my career, I have held many leadership roles including new financial advisor leader for my region and level leader, and I am currently serving on the hiring team. I am a five-time qualifier for the Financial Advisor Leaders Conference held each year in St. Louis (2013-2015, 2017, 2018). I enjoy serving my community and I’m formerly the president of the Caldwell Rotary.

My wife and I have three teenage sons ranging from middle school and high school to one in college. We understand now more than ever the importance of saving for our future. In my free time, I enjoy playing basketball and tennis, traveling with my family and friends, and watching Aggie sports.

Together with my branch office administrators, Laura Koerth and Kelli Coleman, we leverage our strengths with the resources of a Fortune 500* firm to provide one-on-one, top-notch service to our clients.

Success to me is measured by the clients that only have to retire once, the kids that get higher education degrees without the burden of debt and the friendships I make along the way.

*Fortune 500, published May 2022, data as of December 2021. Compensation provided for using, not obtaining, the rating.

Office Information

Office Hours

Office Hours
Mon Closed for Holiday
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

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