With over 25 years of experience in the financial services industry, I am blessed to be a financial advisor with Edward Jones since 1998, leading families through major market declines in the early 2000s and the financial crisis of 2008.

Having earned my AAMS™ designation in 2004, I have been a limited partner of Edward Jones since 2007 and have had the opportunity to serve in numerous leadership roles within the firm – including service as the Texas state chair of the Edward Jones Grassroots Taskforce, whose objective is to be the "voice of the individual investor to Washington," from 2007 to 2015.

In addition to serving those in the Lubbock area, our team utilizes web-conferencing to serve families across the country. I maintain securities registrations in over 20 states, with various insurance licenses in many of those states as well.

We work to get to know a select group of families well enough to know what is most important to them, go through an established process to provide them with individualized strategies in the organization and management of their wealth and income, and then partner with them through their lifetimes on an intergenerational basis to help keep them on track to achieve their financial goals and personalized lifestyle. We particularly enjoy helping families navigate the transition into retirement and other major life events as well as helping those who enjoy making a difference to others through volunteer and charitable activities.

After growing up in Midland, TX, I received my accounting degree from Abilene Christian University and now operate my office with my branch office administrators/teammates, Amy Aiello and Susan Swinburn.

I enjoy spending time with Allison, my wife of over 20 years, and our two children who are becoming young adults themselves. I was blessed to be able to coach every sport they participated in (with the exception of ballet)!

I also enjoy sports broadcasting and can be heard as the voice of the Cooper Pirates Football Team on radio and seen on TV covering a number of Lubbock Independent School District football games each year. I am a past president and Paul Harris Fellow with Rotary Club and am a member of Southcrest Baptist Church, where I serve as a deacon.

Focus areas

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

My Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Traveling
  • Jogging
  • Snorkeling

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

Branch Team

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