As a financial advisor at Edward Jones, I love the relationships I develop with my clients while helping them build, organize and protect their wealth. I do this by taking the time to understand what is most important to them and using an established process to develop personalized strategies for them.
As a native Houstonian, I graduated from Houston Baptist University with a bachelor's degree in business and in Christianity. It was at HBU that I met Kelli, and we were married in 2012. Prior to Edward Jones, I worked in the oil and gas industry for several years and was given the opportunity to move into a field I am truly passionate about – helping people achieve their financial goals. After opening my Edward Jones branch in Katy, we were given the chance to relocate to Kelli's hometown of Livingston where we are raising our two children. I am actively involved with the Livingston Lion's Club, the Chamber of Commerce and Central Baptist Church.
I work very closely with the Branch Office Administrator to ensure we provide our clients with a level of service they deserve and expect. Melanie Oates is the branch office administrator in our office. She comes to Edward Jones after a 17-year career with the YMCA of Greater Houston as a regional business services director.
Our office is prepared to meet your needs from an individual or business level. This includes but not limited to:
- Retirement and wealth strategies
- Options for retirement plans from previous employers
- Traditional or ROTH IRAs
- Education planning and Estate considerations
- Life insurance and Annuities
We look forward to the opportunity to meet you, help you achieve what is most important to you and partner together over your lifetime to keep you and your family on track! If you are interested in a relationship that will be tailored to your specific needs, please call to schedule an appointment.
Connect with us online:
- Estate & Legacy Strategies
- Insurance & Annuities
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- New Investors
My Personal Interests
- Spending Time with Family
- Ice Skating
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