When it comes to investing, having someone on your team with the experience and knowledge that comes from years spent working in the financial services industry can be an asset. Couple that with the thousands of associates and advanced technology of Edward Jones, and you have the tools to help you make the financial decisions right for you and your goals.

With my work history including senior management positions with Fidelity Investments, Charles Schwab and JP Morgan Chase Investment Services, as well as managing teams of financial advisors across the country, I have broad experience with which I serve my clients. I have also obtained the AAMS® professional designation, a professional designation awarded by the College for Financial Planning.

I also believe that no two investors are alike, whether they’re ‘average Joes,’ high-level professionals or just goal-oriented long-term individual investors. I’d love to earn your business, but our relationship starts with you sharing your goals, your hopes and your fears before we use an established process to create a strategy that makes sense for you and whatever you’re trying to accomplish.

Our office in Pilot Point serves clients from across northern Texas and around the country. Our office administrator, Dixie Smalley, is dedicated to our clients and has more than 10 years of experience working alongside our investors. I think that’s why so many clients choose to stay with us even as they move to new locations — they know they can count on us to be there for them to celebrate their successes and support them through times of uncertainty.

Outside of the office, my wife, Stephanie, and I love spending time with our two grown daughters and their families as well as exploring our great country and the world. I am also a member of the Pilot Point Chamber of Commerce and the Lions Club.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Retirement Income Strategies

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

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