My career with Edward Jones began in 1992 when I opened my first office in Salida, CO after leaving a 12-year military career with the U.S. Air Force as a Maintenance Technician, Pilot and Contracting Officer. After launching my successful branch office in Colorado, I transferred to our St. Louis headquarters to work with our firm's management and new financial advisors and then moved to manage a large branch office in Beatrice, NE.
Wanting to move my family back to South Carolina, I made a voluntary career change and worked as an electrical engineer, program manager, sales engineer and business development manager within both the electrical and aerospace industries, prior to returning to Edward Jones here on North Padre Island in 2017. I partnered with Neal Nelson in a Retirement Transition Program (RTP) to manage his clients and my new clients' accounts.
I love working with all of our clients here on N. Padre Island, Flour Bluff, Mustang Island, Port Aransas and Corpus Christi by providing personal and professional financial advice and services. Since moving to N. Padre Island, I have been accepted into the Padre Island Business Association (PIBA) and also worked with the PIBA Ambassadors getting to know many more businesspeople in the area. Also, I was a member of the Padre Island Yacht Club and worked on the La Posada Foundation as committee vice president helping to raise awareness and funds for needy children of Corpus Christi and surrounding counties. I assisted with the annual USMC Toys for Tots drive and Lighted Boat Parades here on the Island.
Please feel free to stop by our office in the Clock Tower Suites just prior to Whitecap Blvd for a cup of coffee and to get to know me, Rocky Freund and Holly Rhoades, my branch team. Our office has been "on the Island" for 28 years now and we are going strong for decades to come. We hope you will be part of our growth and history. We look forward to serving our Island and local residents' financial needs.
- Wealth Strategies
- Retirement Income Strategies
- Military Professionals & Veterans
- Estate & Legacy Strategies
- Divorce Finances
- Business Retirement Plans
My Personal Interests
- Animal Rescue
- Scuba Diving