Hard work and serving others have always been in my DNA. That continues today by serving my family, my church, my community – and you.
I enjoy serving a diverse group of clients including individuals, families, business owners and churches. I help my clients by understanding what is truly important to them and then setting up tailored strategies to help achieve their most important goals.
Graduating from Texas Tech in 1987 with an electrical engineering technology degree, I went to work as a sales engineer for several decades. That was an enjoyable career, but I have long wanted to pursue this endeavor and finally, after taking some time off from that field, we made it happen.
I was an Edward Jones client for 15 years before becoming a financial advisor for them. Having experienced superior client service from them helps me understand what it is like to be in your shoes and know your expectations. We will work through any complexities, including working with your other professionals such as CPAs and estate attorneys, if needed, to optimally organize, build, protect and distribute what you have worked so hard to build.
We will have the opportunity to do more than just finances together. Our branch does many fun events. We have done everything from wine tastings to dog training to having professional athletes on zoom. We hope to truly build a lifelong relationship with you.
Outside of Edward Jones, what is important to me is family, faith, and fitness. My wife, Lara, of 30 years and I have two amazing children. Our daughter recently graduated from ETBU and our son is a junior at UTD. We attend and I serve the youth at Still Water Community Church in Rowlett. Biking, hockey and boot camps help keep me fit. We also love our two dogs, a Shepherd mix and a Sheltie.
We are accepting new clients at this time, so please call my branch office administrator, Laurie Aylor, and set up a time for us to get to know each other and find out how we can best be of value to you.
My Personal Interests
- Personal Fitness
- Spending Time with Family