Our Work
I believe that it’s important to understand what clients are working toward before offering them investment advice. I listen, care and wholeheartedly dedicate myself to helping my clients achieve their definition of financial success. Relationships are key, and in our view, meeting face to face builds strong relationships.

Our Accolades
I began my Edward Jones career in 1994, became a limited partner in 1996, was named principal in 2006 and now rank as one of the top financial advisors in the firm (out of over 18,000). I’m also ranked in the Barron’s list as one of the top 1,200 financial advisors in the country (2019 - 2021) *. But really, I'm most proud of how we've been able to help our clients over the years.

Our Clients
My clients often come to me during times of transition, such as retirement or receiving an inheritance. I enjoy the challenge of developing complex financial strategies in collaboration with other professionals like my clients’ accountants and attorneys.

About Me
Outside of the office, I am an active member of the Holy Family Catholic Church in Victoria, TX and serve on the Lay Pension Board for the Diocese of Victoria. I enjoy golfing and spending time with my wife, four children and four grandchildren.

*Barron's magazine's "Top 1,200 Financial Advisors", March 17, 2021. Barron's Top 1,200 criteria is based on assets under management, revenue produced for the firm, regulatory record, quality of practice, philanthropic work and more. The rating is not indicative of the financial advisor's future performance. Neither Edward Jones nor any of its financial advisors pay a fee to Barron's in exchange for the rating. Barron's is a registered trademark of Dow Jones & Co., L.P.
For more information on ranking methodology, go to www.barrons.com

Focus areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies

My Personal Interests

  • Spending Time with Family
  • Golfing
  • Personal Fitness
  • Reading

Office Information

Office Address

1501 E Mockingbird Ln Ste 102 Victoria, TX 77904

Mailing Address

P O Box 3587 Victoria, TX 77903

Office Hours

Office Hours
Weekday Availability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Request an Appointment

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