When I was little, I loved to watch rodeo, and I would spend hours at our local rodeo grounds getting to know the people in the crowd. If I played my cards right, I even got to help down in the pens. I loved learning about different people and getting to help make the show a success. I remember watching Lane Frost on television and longingly wishing that fate had given me a bull-rider’s physique. I was better built for the football field than the bull, so bull riding didn’t stick. One thing that did stick, though, is that from a young age, I knew I wanted to build relationships and help others succeed. When I joined Edward Jones in 2014, I was able to start doing both of those things, and ironically, we even come across a bull (market) now and then.

My family includes my wife, Sally, and three children, Hoke (7), Caroline (5) and Hart (1). There’s not much in the form of quiet around our place, so we get out and adventure as much as possible. We used to pride ourselves on traveling light, but the baby has a lengthy list of traveling demands, ranging from a pacifier and a blanket to a lifetime supply of goldfish snacks, and that has weighed us down more than we’d like to admit.

At the office, we meet our clients where they are today, and we help them reach their goals. Whatever your financial goals include – providing a 401(k) for your team, reaching retirement, traveling, saving for college, offering security to loved ones in the form of life insurance or inheritance – we work for you. You can get investments anywhere, but here, we are trusted financial advisors and friends.

Our team includes Mari Cruz who has been wishing you happy birthday since 2016, and Charmen Rider, who joined us in 2022.

There’s nothing more gratifying than seeing our clients succeed. Being allowed to play a role in that success is why we show up every day. Thank you for the opportunity to serve you; and if you are new to us, we’re just a phone call away. We’d love to show you how we can help you reach your financial goals.