As an Edward Jones financial advisor, I enjoy developing long-term relationships with my clients in which you have the opportunity to build wealth, live generously and leave a legacy. We accomplish this by using an established process to build a personalized strategy that will help achieve what's most important to you.

I came to Edward Jones in 2015 because I love stewarding relationships with others. My passion is to help you focus on building a strategy for retirement, protect your family from the unexpected and work with your attorney to implement a strategy for your estate.

I am a 2011 graduate of Stephen F. Austin State University and hold a bachelor's degree in business administration. I earned my Accredited Asset Management Specialist™* professional designation in 2016. Also, I earned my CFP® professional certification in 2021.

I'm originally from Lufkin and am a member of the Angelina County Chamber of Commerce. I enjoy having the opportunity to give back to our community. However, my most gratifying role is that of a family man. My wife, Susan, and I are proud parents of our daughter, Hallie, who attends Hudson ISD.

My branch office administrator, Melissa Haney, enjoys partnering with our clients and makes them feel like family. Melissa and her husband, Jeff, raised both their daughters, Abby and Madison, here in Lufkin.

We embrace the opportunity to serve our community by helping you feel understood, informed, in control and secure about your future. We look forward to partnering together over your lifetime to help keep you and your family on track with what's most important.

*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.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Charitable Giving

My Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Hunting
  • Golfing
  • Traveling

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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