I grew up with parents who were entrepreneurs. My siblings and I were taught how to think like a business owner and that a business always puts the client's needs first.

Those principles are what attracted me to Edward Jones in 2005. It is a culture and environment that places the relationship between the client and financial advisor as the top priority. I have worked in financial services for 25 years for small and large brokerage firms, as well as a commodity firm. Edward Jones provides the tools, resources and support to make a difference in the lives of my clients and run my practice as a business owner.

I enjoy helping families be great stewards of money they have been blessed with. I believe it's important to understand what you want to accomplish financially and why. Together we develop a roadmap for your goals and review it regularly to ensure you are on course and within your comfort level of risk.

My branch office administrator, Rebecca Daniels, has been with Edward Jones for three years and is dedicated to providing you with the highest level of service. Please don't hesitate to call her with questions concerning your statements, dividends, stock certificates or your account in general.

On a personal note, my wife, Janice, and I have reside in Plano. We have one dog, Bentley, and a bunch of nieces and nephews who we spoil. We enjoy traveling around the world. On weekends, you can catch us playing tennis, running or in our yard.

I believe we should leave the world a better place before we leave it. I pursue these volunteer opportunities:
- Rotary Plano Sunrise President 2018- 2020
- Alzheimer's Association 2018 Walk Coordinator
- LovePacs, which provides food for school children in need

I look forward to the opportunity to learn about you and your goals. It all starts with a cup of coffee and a conversation.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Charitable Giving
  • Retirement Savings Strategies

My Personal Interests

  • Tennis
  • Skiing
  • Music
  • Art & Theater
  • Volunteering

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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