As a child, I dreamt of working on Wall Street. In the seventh grade, a teacher handed me a book on economics and said, "Study this because you'll be doing this one day." Since 2005, I have been literally living my dream as a financial advisor with Edward Jones.

My team and I strive to bring best-in-class service to a select group of families and individual investors, with the goal of helping them achieve their dreams. Working together, using proven strategies and consistent processes, we develop a lifelong partnership to help our clients manage their wealth and attain their individual goals.

I am originally from Honolulu, Hawai'i, and currently live in Athens, Texas, with my wife, Kourtney. Between us, we have six children: three sons and three daughters, who have collectively blessed us with five grandchildren. I am proud to have served in the U.S. Air Force and am actively involved in several organizations in the area, including Kiwanis, the Athens Public Education Foundation and the Cedar Creek Lake Area Chamber of Commerce.

Away from the office, I enjoy working out, cooking and playing my ukulele. Every now and then, I do gigs with some of my island friends throughout Texas. I also love to travel and play with my grandbabies as the opportunity arises.

Managing your wealth is about more than just money. It's about creating a plan and a vision for your future, then taking action toward achieving your goals. What's most important to me is taking care of what is important to you, and always putting your interests first.

Contact me to discuss your situation and options. I look forward to serving you and your family soon!

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Military Professionals & Veterans
  • Charitable Giving
  • Entrepreneurs & Business Owners
  • Intergenerational Planning

My Personal Interests

  • Personal Fitness
  • Health & Nutrition
  • Culinary Arts
  • Music
  • Traveling

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 By Appointment Only
Sun Closed

Branch Team

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