Being a financial advisor is my upmost passion. With over twenty years of experience at Edward Jones and eighteen years in banking, my broad financial background uniquely positions me to provide financial guidance.

I believe it is important to get to know you on a personal level; to understand your hopes, dreams and fears. I want to know what is most important to you, the specific goals you are trying to accomplish and completely understand your comfort level with risk. I will work with you to put plans in place to reach those goals then partner with you throughout your life to help ensure they remain intact and are ultimately fulfilled.

Whether you are planning for retirement, saving for college expenses for children and grandchildren, or simply hoping to protect the financial future of those you care about the most, my awesome branch team is ready to get to know you and guide you in your endeavors. Our ideal clients are those that are convicted to their life goals, have the capacity to obtain them and appreciate the value of sound financial advice.

My branch team of Kelli Ferry and Brittany Odom have close to 40 years combined experience at Edward Jones.

I was born and raised in Lake Jackson, graduating from the University of Texas with a bachelor's degree in finance and also the Southwestern Graduate School of Banking at SMU.

My wife, Cheryl, is a retired schoolteacher. We have one son, Kane, who is a senior enrolled in the Cox School of Business at SMU working toward a double major of management and philosophy. Cheryl and I enjoy spending our free time volunteering, visiting our son, traveling and participating in a variety of fitness activities.

Kelli, Brittany and I would welcome the opportunity to get to know and work with you.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Charitable Giving
  • Insurance & Annuities

My Personal Interests

  • Tennis
  • Cycling
  • Scuba Diving
  • Animal Rescue
  • Traveling

Office Information

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

Branch Team

Email Me

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