2023 is my 28th year serving clients with Edward Jones. I grew up in rural South Dakota, then moved to DFW in 1995 to build my practice from scratch. I coached and counseled clients through the irrational exuberance of the 1990s, the dot com crash, 9/11, the 2008 financial crisis, global pandemics and countless other ups and downs. Over the decades, I've helped thousands of clients retire, pay for kids' college and leave legacies for loved ones. In addition, I have enjoyed training and mentoring dozens of other financial advisors so they can more effectively help their own clients.

I especially enjoy working with retirees and those approaching retirement. I listen first and ask questions to thoroughly understand each person's unique wants and needs. I then provide clear advice and partner with them throughout life to help keep them on track to meet their goals. I pride myself on putting client interests first and "helping nice people do smart things with their money".

For the past 15 years, I have qualified for the Managing Partner's Conference, an event for Edward Jones' top 400 financial advisors. I earned a Bachelor of Science degree and graduated with honors from South Dakota State University in 1993, attained CFP® certification in 1999 and am a member of Mensa International.

My wife, Sheri, and I have been married 24 years and have three children in Frisco ISD: Jack (16), and twins Luke and Lila (14). All three are in the Gifted and Talented Program and love playing soccer on their FC Dallas teams.

My hobbies include chess, jazz and photography; I also enjoy playing with the kids, coaching their basketball teams, volunteering at school and telling "Dad jokes".

Lori Yeamans, my Senior Branch Office Administrator, has over 17 years of experience at Edward Jones. Together, we provide the steady hand, advice and excellent service clients want and need to help achieve their goals. Call us at 469-814-0071 so we can put our decades of experience to work for you.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies

My Personal Interests

  • Chess
  • Music
  • Reading
  • Coaching Sports
  • Football

Office Information

Office Hours

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

Branch Team

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