As financial advisor with over 16 years' experience, my passion is to deeply understand what is important to you – your values, goals and dreams. With that information, I use an established process to help build personalized strategies to help you achieve your goals and dreams. The part I enjoy the most is partnering with you throughout your life to help keep you on track.

Our practice focuses on working with successful business owners, professionals, executives and other serious long-term investors who, among other things, aspire to a work-optional lifestyle. We have developed and refined a process that helps put the pieces of the financial puzzle together for our clients as their lives unfold and their needs evolve.

This comprehensive process is based on a philosophy of stewardship that addresses your family's needs as they evolve. It's highly relational and is designed to help you create a lasting legacy.

My wife, Marilyn, and I have been married 31 years and have a son and two daughters who are ages 29, 25 and 16. My interests outside work include traveling, hiking, backpacking, sailing, reading and spending time with my family.

As an active member of the community, I have served in our church, as committee chair in our Boy Scout troop and as president of Southlake Rotary Club. I am currently a member of the Southlake Rotary Club and Southlake Executive Forum and am on the regional leadership team at Edward Jones, as well as a limited partner of the firm.

My branch office administrator Rebecca (Becca) Ward is dedicated to providing you with the highest level of service possible. If you think our practice may be a good fit for you and your family, please give us a call or send us an e-mail. Becca will schedule a quick phone call, so we can have a more in-depth conversation about your goals.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Portfolio Reviews
  • Wealth Strategies
  • Intergenerational Planning

My Personal Interests

  • Traveling
  • Backpacking
  • Sailing
  • Health & Nutrition
  • Reading

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

Additional Hours

  • 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