My first lesson in the importance of having a financial strategy was a direct result of my great-grandparents. Shortly after I was born, they set aside some money for my college education. Thanks to them, I was able to graduate from college debt-free. This tradition has continued. My grandmother provided for my children and my turn will come to pay for a future generation's college expenses.

My association with Edward Jones began in 2003 shortly after my wife and I moved to Frisco, when we became clients. In 2013, I made the second-best decision of my life (marrying Lori was the best decision) and joined the firm as a financial advisor.

My wife is a speech language pathologist in the local schools. My sons, Connor and Caleb, graduated from Lonestar High School in Frisco and Louisiana Tech University.

One-size-fits-all may be fine for some investors, but I believe investments should be tailored to your needs. I want to understand what is important to you. I will use an established process to build a personalized strategy to help you achieve your goals. I will partner with you throughout your life to help keep you on track.

Volunteering in the community is important to me. I am currently working with:
- Little Elm ISD Education Foundation Board
- Little Elm Chamber of Commerce Board of Directors
- Alzheimer's Association

My past volunteer experiences include:
- Scoutmaster of Troop 787 in Carrollton
- Membership chairman of the Iron Horse District
- Friends of Scouting chairman of the Iron Horse District
- Board of Directors Louisiana Tech Alumni Association
- Regional Coordinator for the Walk to End Alzheimer's

Focus areas

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

My Personal Interests

  • Traveling
  • Volunteering
  • Cooking
  • Community Outreach
  • Spending Time with Family

Office Information

Office Hours

Office Hours
Mon 07:30AM - 03:30PM
Tue 07:30AM - 03:30PM
Wed 07:30AM - 03:30PM
Thu 07:30AM - 03:30PM
Fri 07:30AM - 03:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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