Having grown up in Waxahachie, I've enjoyed serving the residents of my hometown as an Edward Jones financial advisor since 2002.

My focus is helping families organize, build, protect and transfer wealth. I do this by communicating proactively with my clients as I help them understand investments, risks and costs, as well as the importance of setting goals.

When my wife, Natalie, and I aren't spending time with our two beautiful little girls, we enjoy volunteering in our community. We both serve at the Avenue Church, and I currently serve on the board at the YMCA. Natalie and I also serve on the board for Walk in Love, Inc., a local non-profit that exists to meet practical needs of people within 10 minutes of our door. I'm also the race director for the Hachie 50, a 50-mile running race sponsored by the Waxahachie Lions Club and Waxahachie Running Club. In my spare time, I enjoy training for and running marathons.

I was named among the Forbes Best-In-State Wealth Advisors (2022-2023 Forbes Best-in-State Wealth Advisors for TX, awarded first quarter each year, research by SHOOK Research, LLC, data as of June of prior year. Compensation provided for using, not obtaining, the rating).

My branch office administrators, Shannon Kennedy and Matt West, have more than 15 years of combined Edward Jones experience.

Shannon loves to be physically active, has been married 26 years and has two children. Her son is graduate of UNHB and her daughter is in Navarro Junior College.

Matt is a former elementary teacher with two boys who love soccer and the great outdoors. Matt is also a great enthusiast of the great outdoors and loves to be with his boys.

We enjoy getting to know our clients on a personal level. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals, and we are dedicated to providing you with the highest level of service possible.

Focus areas

  • Charitable Giving
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Portfolio Reviews

My Personal Interests

  • Spending Time with Family
  • Running
  • Volunteering
  • Personal Fitness
  • Tennis

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

Branch Team

Email Me

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