My mission as a financial advisor is to dedicate my time, talents and resources to provide a positive impact in the lives of our clients and communities we serve. I wake up every morning feeling blessed for the opportunity and passion towards our purpose.

I believe in a holistic approach that begins by understanding and clarifying your expectations and goals, prior to investing any money. Providing comprehensive wealth strategies involves more than just investment guidance. I welcome the involvement of your CPA, attorney and other professionals to address the entire scope of financial concerns. Including, your tax mitigation, estate considerations, wealth protection and transfer strategies, as well as charitable giving. Through our established process, we develop and tailor a personalized strategy that is most appropriate for you and your family.

I attended Stephen F. Austin State University, graduating in 2011 with a bachelor's degree in business administration and began my career with Edward Jones in 2015. I received my Accredited Asset Management Specialist™* professional designation in 2016 and earned my CFP® professional certification in 2021. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board's requirements for professionalism in financial services.

Being a native Texas, I'm originally from Lufkin and a proud member of the Angelina County Chamber of Commerce, Lufkin Lion's Club member, Angelina Beautiful Clean sponsor and Junior Achievement of Angelina County sponsor. I enjoy having the opportunity to give back to our community.

My most gratifying role is that of a family man. This year my wife, Susan, and I celebrated our 13th anniversary. We have our teenage daughter, Hallie, who keep our lives busy and fulfilled.

Our talented branch office administrator, Melissa Haney, enjoys making our clients feel like family and dedicated to providing you with the highest level of service.

Our goal is to ensure you feel understood, informed, secure and in control of your financial future. We look forward to partnering with you and your family.

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

My Personal Interests

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

Office Information

Office Hours

Office Hours
WeekdayAvailability
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

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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