As your Edward Jones financial advisor, I believe it's most important for me to understand what financial goals are most important to you. I then use an investment strategy that's tailored specifically for you. My process includes coordinating closely with your CPA, estate attorneys and any other professionals or family members that factor into your financial decisions. I concentrate on helping individuals accumulate and manage wealth generally, but also work toward specific goals such as retirement spending, educational funding and legacy strategies.

My team includes myself and an extraordinary branch office administrator, Tammie De Los Santos. She has responsibility for all office operations including account maintenance, cash transactions and online client access. She's awesome at what she does and is always ready to help.

With over 20 years of experience as a financial advisor and after having lived through many financial cycles, I feel I bring a seasoned, thoughtful and common-sense approach to investing for clients. I received my designation as an Accredited Asset Management Specialist™ (AAMS®)*, adding to my concentrated educational background. I have been a member of Rotary International for 29 years and have served as president of my local club on several occasions for which I've earned the honor of Paul Harris fellow.

On a personal note, I enjoy spending time with my wife, Candace, and our two adult sons and their young families. I've had a lifetime love of horses and the western way of life and I follow that passion on my small ranch where I raise cattle, pecans and, of course, horses.

* 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.

Office Information

Office Hours

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

Branch Team

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