I am a financial advisor with Edward Jones in my adopted hometown of Georgetown, TX. I am also a member of the Air Force Association, Society of American Military Engineers and Red Horse Association.

Born in Mobile, AL, I moved around the world as a military dependent, settling in Omaha, NE, where I graduated from Bryan High School in 1975. I completed a Bachelor of Science degree in industrial engineering from the University of Nebraska at Omaha in 1979 and a master's in aeronautical science from Embry-Riddle Aeronautical University in 1989. I earned the AAMS® (Accredited Asset Management Specialist™) designation through the College for Financial Planning. I hold Series 7, Series 63, Series 66 Securities registrations and life, health, annuities and long-term care insurance.

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.

I was commissioned into the U.S. Air Force as a 2nd lieutenant in May 1980, serving in the civil engineer and squadron commander career fields, retiring as a lieutenant colonel in July 2000.

My military decorations and awards include the Meritorious Medal with four oak leaf clusters, the Air Force Commendation Medal with three oak leaf clusters, the Air Force Outstanding Unit Award, three Air Force Organizational Excellence Awards, the Navy Meritorious Commendation Ribbon, the National Defense Medal, Master AF Engineer badge, 1988 3rd Air Force Military Manager of the Year and 1988 USAF Europe Newman Medal for Engineering Excellence.

After retiring from the Air Force, I joined Dell, working in product group and professional services. While at Dell, I earned my Sigma Six Green Belt Certification.

In 1994, I married my best friend, Karen, who hails from Newark, NJ. We live in Georgetown.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Military Professionals & Veterans
  • Portfolio Reviews

My Personal Interests

  • History and Museums
  • Football
  • Rugby
  • Cooking
  • Aviation

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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