With 29 years in the financial services industry, it is easy to see that I am living my purpose. Our team provides personal service with the support of Edward Jones to partner with clients in creating plans that give them confidence about their financial well-being so they can live their purpose. Together, we review their financial affairs and other concerns that affect their well-being including health, friends/family and legacy.

With a degree in finance, I began my career in the financial services industry with a local bank for five years and then established the first Edward Jones office in Arlington in 1998. We have since grown our Edward Jones presence to eight offices to meet the needs of the community. Our office team includes Deena Garcia and Nikki Peterson, two individuals with incredible experience in client service and relationships. We have a consistent process of determining, prioritizing and documenting client dreams and goals and then collaborating with other client professionals including CPAs and attorneys to create customized strategies. Such partnerships give our clients control and confidence allowing them to create legacies for their families. Our clients have completed Edward Jones surveys that rank us in the top 10% for client service among our 19,000-plus peers.

In addition to serving my clients, I'm an active member on the board of commissioners for Public Hospital District #3 and have served terms as president of both the local Chamber of Commerce and Rotary Club of Arlington. Kimberly and I have four children, love to travel together and follow college football.

We look forward to the opportunity to see if we're a good fit for your situation.

Focus areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Entrepreneurs & Business Owners
  • Wealth Strategies

My Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Traveling
  • Volunteering

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

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