After four years attending Baylor University in the early seventies, I entered the financial services industry in 1976. Early in my career, I received training in the life insurance and estate planning areas of the business. As my business grew, the areas of focus and concentration for my practice turned more to investments, asset management and wealth strategies for my clients. I joined Edward Jones in 1998 and have been serving my clients in Central Texas and all over the country for over forty-five years.

My wife, Andrea, and my two children, Kelly and Kyle, all live here in Central Texas with their spouses and kids (seven grandkids). I love living in Central Texas and watching my family grow. I feel the same way about my clients and their families – we are all very connected, and for me, it feels like one big family.

My partner in business at Edward Jones is my Branch Office Administrator, Heather Smith. She is an invaluable asset to our practice and is a great teammate and client advocate. Since our focus is to help each client identify and meet their goals and objectives, we feel it is critical to communicate with them regularly. We understand that everyone's needs, concerns, and technical expertise are different, so we are flexible in how we meet and offer service and guidance. Although face to face contact is important, we also have the ability to meet virtually when necessary.

We feel that the clients we best serve are those who want and need our help and are willing to allow us to help provide solutions that enable them to reach their goals.