With 35 years as a financial advisor and 30 years with Edward Jones, my experience can benefit you and your family in helping you navigate life's financial challenges. Over the years, I have had the distinct pleasure of working with 3rd and 4th generation clients.

My primary goal is to help individual investors develop a personalized investment strategy designed to help achieve their long-term goals. Whether you're saving for retirement, college education or have a need to reduce taxes, I can help.

Branch office administrators Jeanette Mathews and Elizabeth Pena have more than 23 years of combined experience in surprising and delighting clients, and are dedicated to providing you with the highest level of service possible.

Originally from Fargo, North Dakota and with a minor in shoveling snow, I have now lived in Lake Jackson (thankfully!) since 1991. My hobbies include cooking, travel, wine and golf. My spouse, Sandy, and I have three sons and are members of St. Michael's Church.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies

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 - 05:00PM
Sat Closed
Sun Closed
Email Me

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