As your financial advisor, I believe it is important to deeply understand what is important to you, follow an established process and partner with you to help you stay on track. My clients often come to me during times of transition, such as retirement or receiving an inheritance. I enjoy the challenge of developing complex financial strategies in collaboration with other professionals like my clients’ CPAs and attorneys.

I began my Edward Jones career in 2008 as a financial advisor in Fort Worth, TX, and became a limited partner with the firm in 2014. I earned a bachelor's degree in agribusiness from Texas Tech University in 2006.

I first became interested in investing as a teenager working with my father on our family farming operation in Ropesville, TX. He introduced me to investing by encouraging me to invest some of the money that I earned on the farm into mutual funds. While in college, I invested in cattle and rental property as well as continuing to invest in the stock market. Upon graduation, I realized that there was a career that combined my two passions of working one on one with families to realize their long-term goals while also giving investment advice.

I have been married to my wife, Molly, for 12 years and together, we enjoy spending most of our time with our children, Preston and Claire. I also enjoy volunteer coaching, golf, fishing, traveling to unique destinations and quality time with friends and family. We are active members of Brock United Methodist Church.

Together with my branch office administrator, Natalie Williams, we leverage our strengths with the resources of a Fortune 300 firm to provide one-on-one, top-notch service to our clients.*

As your financial advisor, my focus is helping families organize, build, protect and transfer wealth. I do this by communicating proactively with my clients as I help them understand investments, risks and costs, as well as the importance of setting goals.

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

Focus areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Coaching Sports
  • Fishing
  • Running
  • Traveling

Office Information

Office Hours

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

Branch Team

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