Having been an Edward Jones client before joining the firm, I have a unique perspective on how dynamic life can be and how client's personal situations are ever changing. In 2008, my life forever changed when I suddenly lost my spouse and became a single father at the age of 30. Because my Edward Jones financial advisor made me feel heard and understood, the firm's core values aligned with mine, and because I believed I could make a difference in the lives of my clients by serving their families in a deep and meaningful way, I partnered with Edward Jones in 2012.

Every family has a different definition of financial success. Whether it's building wealth to achieve a work optional lifestyle, creating an estate and legacy, or charitable giving, I take the time to understand what’s important to them, help better define their picture of success and partner with them throughout their lifetimes to stay on track.

My clients are committed to building, maintaining and protecting their wealth. They appreciate my steady, proactive guidance as their financial situations grow and change. Because our clients have complex financial needs, they appreciate that I am easy to talk to, value my ability to simplify complicated strategies into actionable steps and that I proactively partner with their CPA and attorney to help achieve the best results.

Edward Jones has thousands of professionals, advanced technology and the resources of a Fortune 300 firm to support our office in helping you achieve your long-term financial goals. My teammate, Sr. Branch Office Administrator, Christina Morales, assists our clients with excellence, respect and care. Christina and I became limited partners with the firm in 2022. Together, we are committed to providing personalized, goal-oriented strategies with exceptional client service.

On a personal note, I grew up in Garland, TX, and am happily married to my high school sweetheart. My wife, Stacey, and I married in 2015 and have three wonderful children. We enjoy travelling, Jeeping in the San Juan mountains of Southwest Colorado, cooking Italian cuisine and enjoying the outdoors.

Office Information

Office Hours

Office Hours
WeekdayAvailability
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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