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Specialties
I’ve always loved helping people.
As an Edward Jones financial advisor, I help my clients build a strategy to achieve their financial goals. The most rewarding aspect of my job is helping them implement the strategies we put in place — and seeing them through from start to finish. How We Work Together We work together as partners. My role in this partnership is understanding your complete financial picture — and helping you identify any blind spots that could prevent you from achieving your financial goals. If you believe estate strategies are only for the wealthy, think again. Estate strategies are for those who want to decide for themselves how their assets will be distributed and who will benefit. I’ve also helped many clients who are nearing retirement — but realize they have not prepared as well as they should have — create a strategy to help them retire comfortably. What You Can Expect When you work with me, you can expect personalized service. My office consists of me and my two branch office administrators. When you call, one of us will pick up the phone. There is no 1-800 number or endless menu of options to connect with a real person. We are three people dedicated to helping you achieve your financial goals, backed by the resources of a Fortune 500 company.* You can also expect me to encourage you to enjoy your retirement. Yes, we’ll work together on building a legacy for your heirs, but we’ll also discuss how to use your assets to celebrate this next chapter in life. Outside the Office I served four years in the Army as a Field Artillery Surveyor E5 Sergeant and attended The University of North Texas, majoring in business computer information systems and finance. My wife, Jennifer, and I have two children and are active in the Aubrey community. I am a member of the Aubrey Chamber of Commerce and serve on the Texas Women’s University Institutional Animal Care and Use Committee. If you are interested in a long-term financial partner to help you prepare for your future, I would love to talk. Call me today! *Fortune 500, published May 2022, data as of December 2021. Compensation provided for using, not obtaining, the rating.
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Always free for clients.
ChFC©,AAMS™
Chartered Designations
What do these credentials mean?
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*Fortune 500, published May 2022, data as of December 2021. Compensation provided for using, not obtaining, the rating.