What is your most important financial goal? Have you ever prioritized your goals? When was the last time you thought about leaving a legacy? Making sure that you can answer these questions is our priority to help ensure you get the level of personalized service that you deserve. Whether you're just starting out or you are ready to put together a comprehensive financial strategy, we'll use an established process to guide you and help keep you on track to meet your long-term, financial goals.
We focus on your specific needs to help you prepare for retirement, have sufficient income in retirement, send your children to the college of their dreams, prepare for the unexpected and leave a legacy. Our office consists of myself and my senior branch office administrator, Joyce, who has been with Edward Jones for over 20 years.
Joyce and I have a passion for touching people's lives, building deep relationships and befriending the people we work with. I have always had a drive to make a positive impact on the people I come across and working at Edward Jones is an amazing career where I get to fulfill this daily. I am grateful for the opportunity.
My wife, Cassidy, and I also believe in teaching our young daughter about giving back from the many blessings we have received in our lives. We are actively involved in our church and regularly support our mission groups at the Presbyterian Night Shelter in Fort Worth and Casas por Cristo in Guatemala. I am currently a member of the Aledo Rotary Club and an ambassador with the Five Star, East Parker County Chamber of Commerce. I enjoy flying and golfing, and when I was younger, I really enjoyed going with my family to hunt and catch rattlesnakes. Most importantly, I enjoy being with my family.
If you don’t currently have a financial advisor or you are just looking for a second opinion, we provide complimentary consultations to review your situation and look forward to hearing from you.
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- New Investors
- College Savings
My Personal Interests
- Spending Time with Family
- Community Outreach
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