I was raised in a small Oklahoma town by loving parents who spent their entire working lives in the public-school system. I am a product of the church, classroom and ballfields of my youth. I spent two decades working in the commercial insurance industry in three different states before I found my true calling as a financial advisor for Edward Jones.

Our branch office in downtown Marble Falls serves clients all across America. Elise runs the office like a well-oiled machine. We enjoy the work we do, and we enjoy working with each other in a team environment. We take our work very seriously and even more so when working with the elderly, widows and widowers. We have personal relationships up and down the family tree with our clients, sometimes extending four generations. Our working relationships with CPAs and attorneys are also very important to our clients' financial outcomes.

We service a number of foundations, trusts and 401(k) plans. Our clients should expect to have a strategy in place to address an untimely death, disability and the cost of long-term care expenses. Charity-minded clients enjoy gifting appreciated assets either directly or deferred through their own donor-advised fund.

My wife, Kristy, is currently serving as the assistant city manager for the city of Boerne, TX. We both enjoy the challenge of our work, but we also enjoy spending downtime with our dog, Bounce. We love to travel, especially to Maui and to the Rocky Mountains.

Focus areas

  • Charitable Giving
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Retirement Income Strategies
  • Wealth Strategies

My Personal Interests

  • Sports Enthusiast
  • Traveling
  • Hiking
  • Personal Fitness
  • Pets

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:30PM
Sat By Appointment Only
Sun Closed

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