I am a graduate of Texas A&M University, earning a degree in agribusiness in 1999. I began a banking career with Norwest and Wells Fargo banks in lending. I then accepted a vice-president role at Regions Bank in Nacogdoches.

After 10 years in banking, I joined Edward Jones to be a financial advisor in 2008 and am now a limited partner with the firm. I earned the Accredited Asset Management Specialist™ certificate in 2011. The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education. In 2023, I gained the Certified Exit Planning Advisor® designation, which allows me to add value to business owners with their business, value, growth and exit planning process.

Our branch team consists of senior branch office administrator Paige Oestreich and branch office administrator Brantley Brown. Each person in the branch works hard to create an ideal client experience.

I serve on the United Way Board and serve on the Executive Board of the Nacogdoches Economic Development Corporation. I am active in the Rotary Club of Nacogdoches and served as Rotary President in 2017-2018.

I am married to Angie, and we have three children: Joshua, Jacob and Elizabeth. Being involved in all of the sports and kids' activities keeps our family active in the community. Our family enjoys working on the farm raising cattle and Aussie-doodle dogs. We attend First Baptist Church and I serve in the Deacon ministry.

I love the Nacogdoches community and enjoy the friendships developed and created through business and activities that I have been involved in over the years.

I have enjoyed working with clients and helping them reach their goals. Partnering with clients, and working with them through life's different stages, is a true blessing!

Focus areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Insurance & Annuities
  • Wealth Strategies

My Personal Interests

  • Real Estate
  • Personal Fitness
  • Outdoor Enthusiast
  • Community Outreach
  • Farming

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

Email Me

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