As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. Whether you want to plan for funding your retirement or paying for education expenses, I can help you accomplish your goal.
One of my primary functions is to help you meet your income needs during retirement by bridging the gap between your spending goals and your anticipated payments from pensions and/or Social Security.
I began my Edward Jones career in 2013 as a financial advisor in Magnolia. Today, Edward Jones serves the community from four convenient locations.
I attended Baylor University and graduated in 1998 with a bachelor's degree of business administration in management information systems.
My wife, Michelle, and I have four children: three daughters and one son. I am an active member of the community, serving as the chair for the Greater Magnolia Parkway Chamber of Commerce. I am also a member in the Magnolia Historical Society and serve on the planning and zoning committee here in Magnolia.
My branch office administrator, Carrie Middleton, has been with Edward Jones for seven years and is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general. Carrie supports the community by being involved with Montgomery County Fair Association and serves on the planning board for the Walk to End Alzheimer's.
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. We meet when it’s convenient for our clients because we recognize the challenging needs of their business and their lives.
- Business Retirement Plans
- Insurance & Annuities
- Estate & Legacy Strategies
- Retirement Income Strategies
- College Savings
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
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