As an Edward Jones financial advisor, I work with families to understand what is important to them and create strategies tailored to achieve their long-term financial goals. I partner with attorneys specializing in estate planning and business succession plans and tax professionals to develop a custom financial strategy for my clients. My team provides the products, services and resources to help create the ideal client experience.

My career began as an Edward Jones financial advisor in 2001. I am a graduate of the University of Texas at Austin with a Bachelor of Business Administration degree. My professional designations include Accredited Asset Management Specialist™* and numerous securities licenses, as well as a General Lines Agent with The Texas Department of Insurance.

After establishing my career with Edward Jones, I used the experience and knowledge gained to serve as field trainer, mentor, visiting veteran, growth leader, performance leader and support specialist to new financial advisors. I was made partner with Edward Jones in January of 2007. I have also helped the firm reach additional investors by completing two asset sharing programs.

My wife, Karen, and I have one son. When I am not working with my clients, I love spending time with family, bay fishing, traveling and being outdoors.

*The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

Focus areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Income Strategies

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Branch Team

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