When I was a child in the first and second grade, every Wednesday, my Dad would take me to breakfast. The first thing my Dad and I did after we sat in the booth (and I ordered the giant cinnamon roll) was pull out the morning paper and track the stock symbol for General Mills. I loved Cheerios as a kid and this was my first lesson, from my Dad, in understanding how the stock market worked.

Having been in the Edward Jones family all my life, and being a second-generation financial advisor, legacy is very important to me. In working with my clients, the most important thing for me is to understand what's most important to them. Once I understand what that is, we partner together in creating strategies to achieve their goals. Whether it's saving for retirement, coming up with legacy and charitable contribution strategies, preparing for the unexpected or saving for your child's college education, we will work together to help you get to the finish line.

My Branch Office Administrator, Cynthia Pingree, also wants to understand what's most important to you. She has been in the Edward Jones family for over 20 years, starting out as a client. She is here to serve and help you with any administrative needs that come along. She has been married to her husband, Stuart, for over 30 years, and they have one daughter, Sarah, who recently graduated from Abilene Christian University.

My wife, Mary, and I have lived in the Allen Community since 2008. We have three boys; Joe, Eli and Louie. They all attend Lovejoy ISD. As a family, we enjoy volunteering at church, Friday family movie night and watching and participating in all sports.

The most important things for me are faith, family and friendship. If any of these are as important to you as they are to me, please call or email our office so we can setup some time for us to visit and get to know each other better.

Focus areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Retirement Savings Strategies
  • Employee Stock Options
  • Wealth Strategies
  • Charitable Giving

My Personal Interests

  • Spending Time with Family
  • Hunting
  • Fishing
  • Traveling
  • Sports Enthusiast

Office Information

Office Hours

Office Hours
Mon 07:30AM - 04:30PM
Tue 07:30AM - 04:30PM
Wed 07:30AM - 04:30PM
Thu 07:30AM - 04:30PM
Fri 07:30AM - 03:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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