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.
I began my career with Morgan Stanley in Houston in 1988 and continued with Edward Jones in 2003 in Kingwood. I became a limited partner in 2006.
Formerly, I broadcasted the daily "Check Your Money" reports on AM 740 KTRH Radio.
I hold FINRA Registrations:
Series 7-General Securities Representative
Series 63-Uniform Securities Agent State Law
Series 65-Investment Advisors Law
Texas General Lines Life Insurance License
Originally from Houston, I have lived in Kingwood since 2004. My wife, Barbara, and I have been married for 30 years and have a 23-year-old son, Bradley.
I am a member of the Lake Houston Chamber of Commerce.
My senior branch office administrator, Nora Duque, has 15 years of experience and is dedicated to providing you with the highest level of service possible. She is also fluent in Spanish.
We are dedicated to helping you put your savings and investments together into a strategy designed to help meet your needs now and in the future.
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