As an Edward Jones financial advisor, nothing is more important to me than learning what is important to the people I serve. Only then can I follow an established process to tailor personalized strategies to help you meet your goals. We will then partner together throughout your life to help keep you on track.

Whether you want to plan for funding your retirement, save for educational expenses, reduce your taxes or prepare for life's unexpected events, I will work closely with you and your CPA, attorney and other trusted professionals to help coordinate the most appropriate solutions.

I began my Edward Jones career in 2013 as a financial advisor in Cypress, Texas. Prior to joining Edward Jones, I served in executive roles in the distribution, manufacturing and higher education sectors.

I attended the University of Houston-Downtown and graduated magna cum laude in 1992 with a bachelor's degree in accounting. In addition, I earned an MBA in finance from Westwood College in 2007.

I am very active in the community serving as a board member and ambassador for the Cy-Fair Houston Chamber of Commerce and a board member for Shield Bearer Counseling Centers. I am also very involved in my church.

My wife, Liz, and I have two grown children and five amazing grandchildren. I am a native of San Antonio, but Houston has been home since 1982.

Kim Rivich joined my team in 2019 as the branch office administrator. Kim is dedicated to providing you with the highest level of personal service. Please don't hesitate to contact her with your questions.

Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it's convenient for our clients because we recognize the challenging needs of their professional and personal lives.

We provide highly, personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.

Focus areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Volunteering
  • Fishing
  • Golfing

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More