As a financial advisor, I believe it's important to invest my time to understand what you're working toward – before you invest your money. If you don't know where you are headed, any path can take you there. Let's work together to figure out the right path for you.

I have been working with clients to understand their right path for 16 years at Edward Jones. Prior to joining Jones, I spent 15 years in the corporate world working in financial planning, strategic planning and marketing capacities.

Personally, I have lived with my wife and family here in the Westlake area for the last 20-plus years, and in Austin since 1983. I attended the University of Texas where I received my BFA and an MBA. We have four wonderful children; three girls here in EISD, and one son who has graduated and working in NYC.

I have been involved in the local community in various capacities through the years including serving on the board of the Westlake Chamber of Commerce for eight years, and as its chairman for two terms. I have served on multiple committees in service of EISD, coached baseball and t-ball at WAYA, and currently serve as an assistant scoutmaster for my girl's BSA scout troop. As a family, we love to travel, ski and sail together. We have enjoyed season tickets to UT football games for over 20 years and enjoy lots of baseball too.

Business: Our ideal client typically has $1M or more in investable assets. But more importantly, our ideal client is someone who we can work with, and partner with, for the long term. We are not hired guns. We value client relationships as the foundation of our practice and look forward to serving clients that share this perspective.

We have built a well-defined process to help us understand your goals, build a strategy to achieve those goals, execute and monitor progress and then adjust as necessary to help you get where you want to go.

Special consideration for military, first responders and teachers.