What We Do

I am a financial advisor for a select group of very successful individuals, business owners and professionals who, among other things, aspire to have a work optional lifestyle. Edward Jones has developed and refined a process to put all the pieces of that puzzle together by understanding what's important to you, building personalized strategies to help reach your goals and partnering with you throughout your life to help keep on track.

Who We Are

Growing up on a farm near Roswell, NM, my parents instilled in me a strong work ethic and moral code which carries on to this day. I began my career with Edward Jones in 1999. My wife, Tycie, and I have been married for 41 years and have five successful children and 13 grandchildren.

Our branch team includes senior branch office administrators Billie Latham, Judy Nava and Shannen Caballero.

It Starts with Understanding and Listening

We use a consultative process to identify where clients are now, where they want to go and any gaps to keep them from getting there. Our clients and their families trust us to know the most intimate details of their lives so that we can better serve them. I then work with clients' professionals to help them make informed decisions and work toward achieving what is most important to them.

Are We The Right Fit For You

We have a process called a discovery meeting where we work to understand what is most important to you. Next, there are three potential outcomes. First, we might find that your current financial advisor is doing a great job, in which case we would recommend you stay put. Secondly, we might identify some gaps in your situation that display that we are a good fit for each other. At that time, we would invite you to be part of our family of clients. Lastly, if we aren't the right fit for your situation, I would personally recommend a financial advisor who might be the right fit for you.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Portfolio Reviews

My Personal Interests

  • Spending Time with Family
  • Hunting
  • Basketball
  • Camping
  • Active Lifestyle

Office Information

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

Branch Team

Email Me

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