There are so many questions surrounding the topics of building wealth, retirement and income distribution, social security, wealth protection and college savings. Having a personal relationship with a financial advisor you trust may make a significant difference as we work to make these complex topics easier to understand. At Edward Jones, we work closely with you and your CPA, attorney and other professionals to help determine the most appropriate financial strategy for you and your family.

I have been in the financial services industry for over 20 years and for the last 10 years, I have been working with Edward Jones financial advisors and their clients as a consultant focusing on life insurance and wealth protection strategies. Because of this prior relationship, I had a great respect and love for the company and when an opportunity presented itself to work for them here in Boerne, TX where I live, I jumped at the opportunity.

A 1995 graduate of Texas A&M, I hold a Bachelor of Science degree in economics. In addition, I received the CFP® in 2009.
The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

I am a San Antonio native and I now reside in Fair Oaks Ranch with my wife, Amy, and our three sons Jackson, George and Hunter. In my spare time, I enjoy spending time with my family, playing golf, running and fishing anywhere there is water. I also spend time with roles in my kids Boy Scout Troop and Cub Scout Pack as a Committee Member and a Den Leader.

At Edward Jones, we’re focused on you.

Focus areas

  • Wealth Strategies
  • College Savings
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities

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