I came to Edward Jones in 2001 after almost two decades of business experience in purchasing and sales. Today, I run a successful branch office along with my Branch Office Administrator, Julie Chancelor, who has been with me all 22 years at the firm.

We work with various types of clients (business owners, professionals, retirees, etc.) as a team to provide a personalized, custom and tailored approach to helping achieve the desired results and financial goals. That may be planning for retirement, current retirement income, planning for college, life insurance and protection strategies, or estate considerations. We work with clients in several ways from an in-person, face-to-face approach for locally-based clients, as well as out-of-area or state clients via technologies such as Zoom.

After having grown up in Indiana and graduating from Ball State University in 1982, I moved to the Dallas area in 1983. Since 1990, I have lived in Collin County (Frisco and McKinney), and currently live in Allen, TX, with my wife, Janette. We enjoy traveling, dining, spending time with family and friends, as well as staying active in many other sports and hobbies.

I have been active over the years in several community and civic based groups (Chamber of Commerce, Lions Club). I currently hold an AAMS™ professional designation, and I am also a limited partner at Edward Jones.

I welcome the opportunity to meet you and learn about your financial priorities and goals.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Business Retirement Plans
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Motorcycles
  • Scuba Diving
  • Skiing
  • Golfing

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Branch Team

Email Me

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