I began my Edward Jones career in 2001 as a financial advisor in the Grapevine/Colleyville community and became a limited partner with the firm in 2006. I came to Edward Jones after searching for a career that would allow me to establish a deep connection with my clients and make a meaningful difference in their lives.

As a financial advisor, I believe it's important to invest my time in understanding what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, we can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.

I graduated from the University of Texas at Arlington in 1987 with a bachelor's degree in marketing and an emphasis in finance. Additionally, I've earned the AAMS™ designation through the College for Financial Planning.

My wife, Vicki, and I have been blessed with a daughter and a son, who are both Edward Jones financial advisors. We currently have three young grandsons. We are long-time residents of the area and live in Colleyville. We're actively involved at Crown of Life Lutheran Church where I serve in several capacities. We are friends and supporters of several local organizations including GRACE, Serving Our Seniors, BridgesWork and Mercy House.

My senior branch office administrator, Shannan Copeland, has been my business partner since 2002 and is dedicated to providing you with the highest level of service possible.

Our branch qualified for Edward Jones' premier recognition conference, the Drucker Council, which celebrates the contributions and achievements of 75 of the most successful branch teams from the firm's more than 15,000 in 2015-2019, 2022 and 2023.

At Edward Jones, we're focused on you. The firm has thousands of people and advanced technology supporting our offices so that we can help you reach your long-term financial goals.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Basketball
  • Traveling
  • Community Outreach
  • Tennis

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

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