Envisioning retirement is your job. Helping you get there is ours. Effectively planning for retirement can involve a variety of accounts and investments, including IRAs, employer-sponsored retirement plans (for example, 401(k) plans), annuities, equities, mutual funds and insurance. I can help you develop a customized strategy for working toward your retirement goals.

I began my career with Edward Jones in 1999 as a branch office administrator and became a financial advisor in 2005. I became a limited partner with Edward Jones in 2014, and my business has grown so large that I have invited another financial advisor to help better serve clients.

I have qualified to attend Edward Jones' annual Managing Partners Conference, an honor reserved for the firm's top 400 financial advisors, from 2019 to 2021. Before that, I qualified to attend Edward Jones' annual Financial Advisor Leaders Conference, an honor reserved for the top 800 financial advisors of the firm's nearly 19,000 financial advisors, from 2016 to 2018. I was named among the 2022 Forbes Best-in-State Wealth Advisors ranking, a ranking I have had for the years 2018, 2019 and 2020. [source: Forbes.com - April 2022; data as of 6/30/2021]

I have served the firm as a visiting veteran, recruiting leader and hiring team member.

My wife, Heather, and I have four children, so my free time when not at the office is spent with them.

I earned a degree from Stephen F. Austin State University, as well as earning the CFP® and AAMS™ professional certifications.

My office has two branch office administrators, Angel Cole and Kaitlyn Plumb, who are dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on them with questions concerning your statement, dividends, stock certificates or your account in general.

Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their businesses and their lives.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Special Needs Financial Considerations
  • Divorce Finances
  • Insurance & Annuities
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Running
  • Triathlons
  • Fishing
  • Hunting

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

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