As an Edward Jones financial advisor, it is important for me to invest my time in understanding what is important to you. Our team uses an established process to build personalized strategies to help you reach your milestones, and we will partner together throughout your life to help keep you on track. Working closely with you and your CPA, attorney and other professionals, we can help determine the most appropriate financial strategy for you and your family.

Our passion is providing solutions for clients with complex financial needs. We can assist with estate, legacy and asset protection strategies, as well as providing income options for retirement years. Annuities, life and long-term insurance often serve as important components as we help clients achieve milestones.

Originally from Brownwood, TX, I moved to Amarillo in 2010 to begin my Edward Jones career. In 2014, I had the opportunity to become a limited partner with the firm. My wife, Vanessa, is a RN in the recovery room at Panhandle Surgical Hospital. We married in 2013 and have two kids: Brooks and Marilyn. We are members at St. Stephen United Methodist Church where I serve on the finance committee.

I have a bachelor's degree in finance and economics from Eastern New Mexico University and also hold the AAMS® and CFP® designations. I continually seek professional growth opportunities in order to provide sound financial advice.

My branch office administrator, Rosanne Klein, has been with Edward Jones since 2013. She has been married to her husband, Rodney, for 32 years and they have six kids: Chance, Joel, Aaron, Seth, Rebekah and Rissa. Rosanne loves spending time with her two grandchildren, Ethan and Fern, and is eagerly awaiting more!

Focus areas

  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Charitable Giving
  • Retirement Savings Strategies
  • Retirement Income Strategies

My Personal Interests

  • History and Museums
  • Golfing
  • Football

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Branch Team

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