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Specialties
As an Edward Jones financial advisor, I believe it’s important to understand what you’re working toward before you invest your money.
Working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial planning strategy for you, your family or your small business. Before you can begin working toward achieving your financial goals, you must first define what’s important to yourself, your family or your business. Does that include putting your children through college, making sure you've saved enough for retirement, leaving something for your heirs, saving on taxes, discussing long-term care solutions or protecting your family or business? I strive to help you prioritize those needs and help your goals become a reality. I am proud to be a CFP® professional since 2002 and have over 26 years of experience as an advanced planning consultant strategizing with financial advisors and their higher income or high net worth clients with their life insurance, long-term care, tax, retirement and business planning needs. I've had the chance to work with thousands of families and businesses to create comprehensive financial and multigenerational planning strategies. I strongly value working with your entire financial team to come up with customized ideas that work for you. Then, we partner together to help keep you on path throughout your lifetime. I have worked in some capacity with Edward Jones for over 22 years, but as a financial advisor now in Frisco, TX, and growing up in Plano, I am passionate about community outreach. I am currently an ambassador in the Frisco Chamber of Commerce, a proud member of Frisco Leadership Class 26, a past member of the Texas Legislative Finance committee within FISD, a volunteer with NCL and YMSL, a board member of Frisco's Heritage Association, the treasurer of the board for Frisco FastPacs and a member of the Texas Tech Alumni Association. My wife of 26 years, Jenny, and I, along with our two children — Ryan, who attends the University of Arkansas, and Reese, a cheerleader at Frisco's Wakeland High School (soon to be joining her brother at U of A) — all love traveling, staying active, catering to our 2-year-old cavapoo, Dixie, and being involved in local charities. I truly look forward to having the chance to partner with you!
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Always free for clients.
CLU, ChFC, CFP
Chartered Designations
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