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 and was named principal in 2006. I’m ranked on the Barron’s list as one of the top 1,200 financial advisors in the country (2019 - 2021, 2023).* I was also named among the Forbes Best-in-State Wealth Advisors 2022-2023.** But really, I'm most proud of how we've been able to help our clients over the years.

Our Clients
Our 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 our 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 six grandchildren.

*Barron's Top 1,200 Financial Advisors in 2019-2021, 2023, awarded February or March each year, data as of September of the prior year. Compensation provided for using, not obtaining, the rating.
**Forbes Best-in-State Wealth Advisors in TX in 2022-2023, awarded first quarter each year, research by SHOOK LLC, data as of June of prior year. Compensation provided for using, not obtaining, the rating.

Focus areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners

My Personal Interests

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

Office Information

Mailing Address

P O Box 3587 Victoria, TX 77903

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 - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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