As a financial advisor, it is paramount to take the time to understand an investor's objectives and tolerance for volatility before making any recommendations. After a strategy is agreed upon, keeping clients apprised of developments important to them and keeping them focused on their goals is most important.

A few facts about me – After high school, I enlisted in the Marine Corps, reaching the rank of Sergeant. After the Marines, I attended Sam Houston State University, graduating summa cum laude with a Bachelor of Science degree in 1978. After graduation, 12 years in agricultural lending and banking preceded my Edward Jones career.

Due to my interest in investing and the opportunity given me by Edward Jones, in 1990, I joined the firm. I became a limited partner in 1993. In 1999 and 2003, I qualified to attend Edward Jones Managing Partners Conference, an honor reserved for the firm's top 350 financial advisors. In 2020, I began my transition to retirement by bringing Matt Raines in to partner with me until December 2022 when I will retire.

Being active in the community has been important to me. I have served on the boards of the Houston County Water Control District, Crockett Public Library, Houston County Hospital District, Houston County Appraisal District, Houston County Fair Associations, Crockett Lions Club, Crockett Area Chamber of Commerce and First United Methodist Church.

My wife, Jan, and I live on a small place west of town. Our two children are grown up and moved away but do come occasionally to bring the granddaughters to ride in the Gator and fish. When not at work, I enjoy watching Crockett Bulldogs sports, reading and "piddlin'" in my shop.

Focus areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Retirement Income Strategies

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

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