As an Edward Jones financial advisor, I believe it is important to invest my time to understand what my clients are working toward before they invest their money. Working closely with the client, their CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for my clients. I can also help with a retirement savings strategy so there are options when clients retire. Helping business owners with business succession planning is a very important aspect to my business.

I earned a bachelor's degree in finance and financial planning from the University of North Texas. I received the Accredited Asset Management Specialist™ (AAMS®) designation from the College of Financial Planning. 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.

I have been active in business and civic affairs in the Dallas area for many years. I'm on the advisory committee for The Dallas Foundation and the Communities Foundation of Texas. I've also served as a committee member for the Barbara Bush Foundation for Family Literacy.

I am married, have two children and reside in Allen, Texas.

Focus areas

  • Entrepreneurs & Business Owners
  • Charitable Giving
  • Intergenerational Planning
  • Retirement Savings Strategies

My Personal Interests

  • Coaching Sports
  • Health & Nutrition
  • Painting
  • Yoga

Office Information

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 - 05:00PM
Sat Closed
Sun Closed

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