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.
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 business and their lives.
My value proposition to you is to provide a tailored financial solutions approach, utilizing a 5-step process, with systematic contacting.
In 2002, I began my Edward Jones career as a financial advisor in Atascocita.
In 1988, I earned a bachelor's degree in business education from Sam Houston State University in Huntsville, Texas. In addition, I received the AAMS® professional designation in 2005 through the College for Financial Planning.
I have been active in business and civic affairs in the Lake Houston Area for many years. I currently serve in the following capacities: Humble ISD Board of Trustees, past president; Lake Houston Area Chamber of Commerce, past chairman of the board; Kingwood Medical Center, past chairman of the board.
In 2012, I was honored with the prestigious Haden McKay Citizen of the Year Award, presented by the Lake Houston Area Chamber of Commerce. In 2014, I was awarded the Lifetime Membership Award from the Council of PTAs
Born and raised in this community, I have seen it grow and change over the past 50-plus years. I am married to Jen and we have four children: Jon, Cody, Keanen and Kaitlyn; daughter in law Katherina (KT) and two grandchildren, Robert (RJ) and Avery.
- Retirement Savings Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- College Savings
- Wealth Strategies
- Portfolio Reviews
My Personal Interests
- Sports Enthusiast
- Spending Time with Family
- Culinary Arts