I consider myself fortunate every day to be a part of a great firm like Edward Jones. I grew up in the shadow of our corporate office in St. Louis, MO. I graduated high school from here and went on to Saint Louis University on a tennis scholarship. I have lived in the Golden Triangle area for over 20 years and spent the last 12 plus years working with our clients to plan and track their progress toward unique financial goals.

While I focus on planning for retirement, I also assist clients with education saving, estate considerations, and life and long-term care insurance needs. Recently, I served on the board of directors for the Greater Beaumont Chamber of Commerce. I am also extremely active within other chamber of commerce activities including the ambassador program, total resource campaign, long-range planning and the advisory board, and serve on the leadership team of the referral group and even chaired the Fiscal Affairs division for two years. My community is very important to me also, as I have served as an executive board member for Boys Haven along with being a graduate of the Leadership Southeast Texas program.

Through my work at Edward Jones, I have been awarded with the "TNT" Client Development Award, the Edward D. Jones Founders Award, the Frank Finnegan Achievement Award, the Jim McKenzie Achievement Award and the Ted Jones Entrepreneurial Achievement Award. Through my hard work and ethical conduct, I was invited to be a partner in the firm, which I consider a tremendous honor.

My office administrator, Rebecca, has been with me for over 10 years. She is always a smiling face, and no one could ever work harder to make sure that our clients get the best service possible year after year.

I am also fortunate to be married to my wonderful wife, Trish, and together, we have two married children: Michael, with his wife, Hillary, and Heather, with her husband, Jake. We have four super special grandchildren: Bailey, Wren, Bryson and Willa.

Focus areas

  • Retirement Savings Strategies
  • Insurance & Annuities
  • Retirement Income Strategies
  • Business Retirement Plans
  • Portfolio Reviews
  • Estate & Legacy Strategies

My Personal Interests

  • Baseball
  • Community Outreach
  • History and Museums
  • Movies & Entertainment
  • Traveling

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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