In 1895, my great-grandparents staked a claim on land just outside of Cordell,
and ever since, Cordell has been my family's home. I have deep ties to the community and came back to Cordell shortly after completing college, graduate school and receiving my M.B.A. I couldn't imagine raising my two daughters, Abigail and Addison, anywhere else. I have a passion and deep desire to work in and for the community that gave me so much during my own childhood. I served as mayor for a number of years and am still very passionate about serving our community in any way that I can.

I strongly believe in "paying it forward," and see my role as a financial advisor with Edward Jones as a unique opportunity to help others that invest in the community that I know and love. Whether you are planning for retirement, building that "dream home," saving for your child or grandchild's education, or just wanting to protect the financial future of the ones that you love the most, we can work together to develop strategies to meet those goals. We will monitor and track your progress together and make necessary adjustments along the way as you acclimate to the changing seasons that life will undoubtedly bring.

My team and I would be honored to partner with you, and any of your trusted confidants or other professionals, to find a tailored strategy to help get you where you want to be. It would be a privilege to have the opportunity to sit and talk with you about how we can work together to achieve your goals and develop a plan to reach them.

Thank you for visiting our page. We hope to hear from you soon!

At your service,
Phil, Carolyn and Penelope





Focus areas

  • Business Retirement Plans
  • Charitable Giving
  • College Savings
  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies

My Personal Interests

  • Architecture
  • Aviation
  • Football
  • Photography
  • Spending Time with Family

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Request an Appointment

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