We take pride in always putting our clients first by understanding what is most important to them using established processes to implement customized financial strategies and partnering with them to ensure they stay on track towards their financial goals. Our clients are those who value personal relationships and a long-term investment outlook.

I graduated from Sam Houston State University with a degree in finance and spent 26 years in the forest product industry where at age 26, I became the youngest plant manager in company history for Louisiana Pacific, Inc., a Fortune 500 company. I finished my career at Louisiana Pacific as a Southern Lumber Divisional Manager overseeing 30 mills and a $500 million portfolio. In 2001, I started my financial advising career with Edward Jones. I am entering my third decade assisting clients in reaching their financial goals. I have earned the AAMS® designation and received the Ted Jones Spirit of Caring Award, the Region 190 Top Client Service Excellence Award and numerous other accolades. My branch office administrator, Liz Hopkins, has received the Managing Partner BOA Award on eight different occasions for client service excellence. This is awarded annually for the top 350 branch office administrators from over 14,000 branches firmwide for superior client service.

I have been married to my college sweetheart, Barbara, for 43 years and our son, JC, is also an Edward Jones advisor. He and his wife, Bethany, have given us two granddaughters, Emma and Olivia. We also have three Godchildren; Adrienne and her husband, Ben, have given us Maddie, Mayson and Morgan. Ben plans on joining Edward Jones in transitioning my practice. Our other two Godchildren, Hillary and Tyler, have given us eight more grandchildren with their spouses.

Our greatest joy is to see our clients' financial dreams come true through careful planning and thoughtful attention to their unique needs. Liz and I look forward to serving you for many years to come!