As a financial advisor, I've been serving and helping clients reach their goals for over 19 years. Prior to coming to Edward Jones, I had spent years learning not just about the financial industry, but how to listen and understand the needs of each client on a real and personal level. From the seasoned investor to the young individuals and couples just starting out, my aim is always to recognize the uniqueness and individual goals of the people who come to me for advice and help them secure their financial objectives.
As an Edward Jones financial advisor, I have the opportunity to build relationships with real people who have real goals, dreams and desires. They come to me with real world problems and concerns. And through the training, tools and support offered by Edward Jones, I am able to help them find real world answers and solutions.
I have had the pleasure of working alongside my branch office administrator, Patty Burris, for over 15 years. Together, we do all we can to provide the best possible customer service experience for each of our clients. We take the time to listen and know our clients as individuals before making assumptions about their goals and how to meet them. Many friendships are formed.
On a personal note, my wife, Lori, and I celebrated our 30th wedding anniversary in 2020. We have had the joy of raising our two children, twins Emily and Jeff, and watching them become successful adults while starting their own families. Our family enjoys traveling and being outdoors, but it is always a blessing to know where home is.
Serving my community extends beyond the walls of my office. I have served as an ambassador for the Stephenville Chamber of Commerce since 2001, as well as on many other boards.
At Edward Jones, we use an established process to assist in personalized solutions and strategies to help you achieve your goals. We would be honored to visit with you and show you how we can make a difference.
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