As your Edward Jones branch team, we believe it's important for us to invest our time to fully understand what's important to you before you invest your money. We have identified four key areas of importance for the families we serve (Health, Family, Purpose, Finances) and we believe all four areas need to be discussed and reviewed on a regular basis. We work closely with your CPA, attorneys and other professionals to help determine the most appropriate strategies for you and your loved ones, providing personalized service in retirement income strategies, inter-generational planning, charitable giving and estate considerations.

I began my Edward Jones career in Colleyville in 2007 and became a limited partner with the firm in 2019. I graduated from Hardin-Simmons University with a bachelor's degree in computer science while also taking multiple classes in psychology. I believe it's this dichotomy of strategic thinking combined with how we interact and develop as people that allows us to strike a perfect balance in our conversations between what we intellectually know we should do versus what our emotions make us feel we should do. This focus on behavioral finance is where we can provide the most value to you.

My wife, Jessica, and I stay very involved with the activities of our two children and through service opportunities in our church (First Baptist Colleyville). Although I am a native Texan and our branch is physically located in the heart of Colleyville, we serve families across the country through both in-person and virtual meeting options.

My Senior Branch Office Administrators, Sherry Brooks and Jamie Walker, have over 36 years of experience at Edward Jones and are limited partners as well as having had the opportunity to serve the firm in many different leadership roles. With their support, our office can provide the highest level of service possible. We welcome the opportunity to learn more about you and what you value. It all starts with a conversation – we look forward to your visit.