I lead a team of committed professionals who deliver tailored solutions and a unique standard of care to a select group of individuals, families and businesses both locally and around the country. My team’s primary goal is to become an essential partner to clients by taking a “listen first, act second” approach while guiding them in the definition and pursuit of what matters most financially.

My dad was actually a boat captain and from as far back as I can remember, I loved going into the wheelhouse of the boat and pretending I was guiding the boat. As I have grown older, I still love boats. My family and I spend hours out on Lake Travis each summer. And now, I have dedicated my life to being a guide to help people achieve their goals.

When I think about my life, I have to give so much credit to my Nanaw and Papaw who helped me get started reaching my goals as a young man. They took me down to our local Edward Jones office and opened an account for me. I remember being incredibly nervous walking in the first time. I didn’t even know if they would welcome a kid like me. I was worried we would be turned away for not having enough to invest. My nerves were quickly calmed when I experienced how welcoming the branch team was. They were very helpful and made everything very easy to understand. They made it easy for us to get my investing life started.

My experience was one that I wanted to replicate for others. I wanted to turn my passion into a career to help people like myself – which led me to join Edward Jones as a financial advisor.

I focus on learning what is most important to my clients. I want to make the process simple and easy to understand, so that you can have a great client experience. My dad's boat and my grandparents set me up to be a guide to people like yourself to reach their goals all because they first guided me.

Focus areas

  • Retirement Income Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Coaching Sports
  • Community Outreach
  • Volunteering

Office Information

Office Address

900 Ranch Road 620 S Ste C-106 Lakeway, TX 78734

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed
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