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)*. I was also named among the 2022 Forbes Best-in-State Wealth Advisors ranking**. 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 six grandchildren.

*Source: Barrons March 2021
**Source: Forbes.com – April 2022; data as of 6/30/21

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
WeekdayAvailability
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

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