I joined Edward Jones after 35-plus years of an engineering, manufacturing operations and software career, including building two start-up companies. An international MBA and involvement with start-up company stock and venture capital gave me an excellent introduction to the world of finance and investing.

Most of my career has been spent helping others in various ways, both in manufacturing as well as software/sales/training – so my work at Edward Jones is simply a culmination of that overall career experience. I want to work with my clients to know them better, to understand their dreams and goals and to craft personalized investment strategies that help them reach those goals – and to celebrate the successes along the way!

I have lived in the Dallas area since 1980, and Rowlett since 2006, so this is definitely home, having married a Texas girl – and my daughter and granddaughter also live locally. I am also active in the local cycling community, as a way to keep fit. I also have ties to the local choral community through my wife's career and sing bass in the choir.

My vision for my career as a financial advisor is to serve my family, my friends and people in my community by helping to make a better life for both themselves and for others.

I work with the following people:
* graduates just starting their careers
* newlyweds
* new parents, for college savings
* teachers, looking to invest outside of teacher retirement
* those with a recent inheritance
* those changing jobs in mid-career (or later)
* business owners looking to start employee plans
* people both approaching as well as living in retirement

Edward Jones has the resources to provide financial advice for any stage of life, and I am proud to be a part of it.

Contact me at [email protected] or phone my office in Murphy, Texas at 972 423 9044.

Focus areas

  • Retirement Savings Strategies
  • College Savings
  • Insurance & Annuities
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

My Personal Interests

  • Art & Theater
  • Cycling
  • Music
  • Pilates
  • Traveling

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Weekends

Branch Team

Email Me

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