In 1999, at the age of 27, I took the advice of my Texas A&M roommate, who was already working in the financial industry, and began my career at Edward Jones. I have since earned the AAMS® designation.

I am proud to have relationships with multiple generations within families. My greatest satisfaction is in helping others and developing personal relationships with my clients. These relationships are what allow me to discover what is most important to my clients and build strategies to help them achieve their goals. Achieving goals means setting them first, creating a strategy and adapting it as life changes. Watching these life changes occur within a family has been an amazing experience. I think my clients have helped to raise me and feel as if I have many “moms” and “brothers” in the community and I rely on their life experience and wisdom.

I am an advocate for giving back to my community. I am a past president of the Bridgeport Chamber of Commerce, the current president of the Bridgeport Lions Club and a past president of the Butterfield Stage Days PRCA Rodeo. I founded the Look Local campaign to build local economy and I am a Mason. I have been happy to support the Bridgeport Education Foundation, Wise Regional Health Initiative and many individual businesses in Bridgeport and Wise County. I am a husband and father. I hold a Private Pilot License with Instrument Rating and enjoy flying for pleasure with my wife, who is also a pilot. I am an avid reader, golfer and scuba diver, and I love to cook and travel as often as I can with my wife. I am humbly proud of my philanthropic endeavors and giving back to others and to the community that I live in and love.

I am joined by Kim McElhaney, Becky Prince and Kathy Barrett in my Bridgeport office. My team, with over 50 years of combined experience, is able to help the ideal client by offering customized service tailored to the individual.

Focus areas

  • Retirement Savings Strategies
  • College Savings
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Intergenerational Planning

My Personal Interests

  • Aviation
  • Traveling
  • Scuba Diving
  • Reading
  • Golfing

Office Information

Office Hours

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

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