After working for 11 years, supporting thousands of clients and attaining the rank of vice president at Fidelity Investments in Plano, TX, I felt clients should be treated in a more personalized and holistic relationship. I chose to continue growing my practice at Edward Jones based on the culture here and the ability to truly support any financial aspect over my client's lifetime.

I became a financial advisor based on the passion I have in wanting to help people while also trying to empower their financial future. I genuinely want to know what is important to you and why that is of importance before you invest your money. I believe that trust, transparency and integrity are critical pillars of relationships with my clients. To better serve my clients, I earned the CFP® certification in 2016. My clients' interests come first, and I truly take pride in seeing their success.

I have been married to my amazing wife, Kirsten, for 11 years. Our first child is a 6-year-old Chocolate Lab, Boston, who loves to swim and eat crumbs that her siblings leave her. We have a 5-year-old daughter, Kenley, and a 4-year-old son, Rhodes, who keep us on our toes.

Please call our branch at (972) 335-3542 or by email at [email protected] to discuss how I can best support you and your loved ones. We look forward to hearing from you soon!

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Employee Stock Options
  • Insurance & Annuities
  • Entrepreneurs & Business Owners

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Golfing
  • Outdoor Enthusiast
  • Community Outreach

Office Information

Office Hours

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

Additional Hours

  • Web Conferencing

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Branch Team

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