Hello, I am in my 21st year as a financial advisor with Edward Jones in McKinney, TX, and work with over 200 families across Texas and many other states. My focus as a financial advisor is to help families and business owners manage their emotions and behavior so they can stick to their plan and achieve the financial goals they deem most important.

I am proud to serve a diverse group of clients. I help my clients develop a strategy to help them achieve sustained, long-term financial success, whether their goals involve creating, spending, giving, protecting or transferring their wealth. I particularly enjoy working with families that seek to create multi-generational wealth strategies. During our initial visit, I ask several key questions, as these will help shape our future discussions about your goals, what makes you feel safe, your past experiences and how I can best serve you and your family over the coming years.

In order to provide a comprehensive financial service, I collaborate with my clients' accountants, attorneys and other trusted professionals in order to create the most appropriate solution. I am purposeful and process-driven in order to help uncover risks and opportunities for my clients. I understand that my clients are often busy and strive to simplify this critical part of life by taking it off your plate and keeping you in driver's seat for all major decisions. Along with my branch business partners, Dawn Olson and Lori Vejil, we look forward to working for you!

Focus areas

  • Retirement Savings Strategies
  • Employee Stock Options
  • Retirement Income Strategies
  • Portfolio Reviews
  • Entrepreneurs & Business Owners
  • Charitable Giving

My Personal Interests

  • Volunteering
  • Spending Time with Family
  • Reading
  • Traveling
  • Running

Office Information

Office Hours

Office Hours
Mon 07:30AM - 05:00PM
Tue 07:30AM - 05:00PM
Wed 07:30AM - 05:00PM
Thu 07:30AM - 05:00PM
Fri 09:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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