As your Edward Jones branch team, we believe it’s important to invest our time in understanding what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing, so we can balance it with the steps necessary to reach your long-term goals.

My primary goal as a financial advisor is to help individual investors develop an investment strategy geared toward their unique, long-term goals. Whether you need to save for a child’s college education or plan for retirement, I can help by partnering with you to determine the most appropriate financial strategy for you and your family. I often do this working closely with you and your CPA, attorney and other professionals.

I began my Edward Jones career in 2008 as a financial advisor in Arlington. I am inspired every day by the people I am lucky to meet and work with and I strive each day to provide the most ideal client experience. We feel as though our clients are like family.

I met my wife, Kathy, in New Orleans and shortly after in 1990 we were married. We have three sons, now all college graduates: Joseph, Jr, (University of Texas Arlington) living in Austin, TX; Jason (Texas A&M Galveston), living in Rotterdam, The Netherlands; and twin Jarrett (University of North Texas) living in Austin as well. We moved from the nation's capital in 1993 where I was stationed as a career Naval officer and have lived in Arlington ever since. Over the years I have served in key roles on various community, civic and state boards and commissions to include Rotary clubs, Leadership Arlington and The Arlington Tomorrow Foundation, to name a few.

We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.

We welcome the opportunity to learn about you and your priorities. It all starts with conversation - let's visit.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • College Savings
  • Military Professionals & Veterans
  • Insurance & Annuities
  • Portfolio Reviews

My Personal Interests

  • Spending Time with Family
  • Active Lifestyle
  • Traveling
  • Art & Theater
  • Community Outreach

Office Information

Office Address

4080 N Collins St Ste 200 Arlington, TX 76005

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed
Request an Appointment

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