Personal relationships matter.
Do you want to feel understood, informed, in control and secure? We listen carefully to your concerns, wishes and goals before making any recommendations.
I understand what it is to be an Edward Jones client, since I have been one myself since 1978. I really want to understand what is most important to you. We use an established process to help you set, monitor and achieve your financial goals. Then we partner with you and your family for life as we monitor and adjust your personalized strategy. We want to understand you, and we want you to understand the investments you hold as you progress toward your goals.
I specialize in helping affluent serious, long-term, investors achieve their financial goals. This often includes a specialization in preparing for and managing retirement income.
Prior to working at Edward Jones, I worked for the same company for 28 years. I was formerly vice president of Sales at Walls Industries. I retired from that organization in 2000 to become a financial advisor with Edward Jones. I love helping my friends and neighbors achieve their financial goals. We have the privilege of helping people in 10 states from our office in Stephenville with the latest in technology and tremendous home office support.
I am a native Texan currently residing in Erath County. I graduated from Abilene High School. Later, I graduated from The University of Texas at Arlington with a BBA.
I enjoy serving my community locally as a member of the Lions Club and many other organizations. I am also a deacon at First Baptist Church and a graduate of Leadership Stephenville.
Our team has been blessed with awards and recognition too numerous to mention, but happy clients are our greatest reward. We would love to have you visit with us so we could share our passion for helping others and you can see for yourself.
We value your time and work by appointment only to properly prepare. Please give us a call.
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Charitable Giving
- Estate & Legacy Strategies
- Intergenerational Planning
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