Since 2008, I have been a diligent partner for individual investors, helping them reach their multi-generational goals. Before becoming a financial advisor with Edward Jones, I was a client who appreciated the meaningful difference they made in my life. I have held the Certified Financial Planner* professional designation since 2011. My experience working with successful families and businesses as a former CPA, coupled with the integrity, work ethic and customer service I learned first-hand from my father and grandfather while working at our family jewelry business, allows me to guide my clients through investment decisions and life events.

I serve our local community as a board member with Junior Achievement – Chisholm Trail and the TXCPA – Fort Worth Chapter. I love to travel with my wife, Becky, and two daughters, play tennis and make the most of every day.

I welcome the opportunity to meet you and help make the most of your financial investments.


* The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

Focus areas

  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies

My Personal Interests

  • Traveling
  • Spending Time with Family
  • Tennis
  • Art & Theater
  • Sports Enthusiast

Office Information

Office Hours

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

Connect on Social

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