As your Edward Jones branch team, we believe it's important to invest our time in understanding what you're working toward before you invest your money. Working closely with you, your CPA, attorney and other professionals, we can help determine the most appropriate financial strategy for you and your family. We can also help with your retirement savings so you have more options when you retire, regardless of what you decide to do.

In 2002, I began my Edward Jones career as a financial advisor in Houston. I became a limited partner with the firm in 2011.

I attended St. Mary's University and graduated in 1991 with a bachelor's degree in risk management. I earned an MBA in corporate finance from the University of Houston in 1993. In addition, I earned the CFA® professional designation in 2002. The CFA Institute awards the CFA® designation to those who have passed the CFA program, a graduate-level self-study curriculum and examination program for investment professionals that covers a broad range of investment topics. The CFA Program requires up to 300 hours of study for each of three exams and can take from two to five years to complete.

I've served the firm in several leadership capacities, including performance leader, segment leader, field trainer, visiting veteran and regional advocate.

Helen and I have been married for 24 years and have three children: Thomas, Maya and Chloe. We enjoy sports, traveling around the world and outdoor activities.

My senior branch office administrator, Deepa Patel, has been with the firm since 2010 and is dedicated to providing you with the highest level of service possible. She graduated with a BSc. in chemistry from the University of London and a MSc. in organometallic chemistry from the University of Sussex in England. She takes pleasure in reading and is passionate about soccer and cricket.

Together, we provide the investments, services and tools our clients need to work toward their financial future.

Office Information

Office Address

4306 Yoakum Blvd Ste 250 Houston, TX 77006

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 - 05:00PM
Sat Closed
Sun Closed

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