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Specialties
As an Edward Jones financial advisor and CERTIFIED FINANCIAL PLANNER® professional, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money.
My branch office administrator, Beth Freiling, and I are committed to inspiring clients who have complex and evolving financial lives to organize and make informed decisions while building the wealth they need to fuel the future they envision. Throughout our proven process, we focus on creating high-quality strategies to help each client construct their purposeful future. It is never too early or late in life to gain control of your financial future. Serving my clients' best interest, without exception, is a responsibility I take very seriously. I take my time to get to know each client's goals, needs and current financial situation before making recommendations. I meet them where they are and on their own terms – all while keeping them focused on what is most important to them, especially in times of stress or major life changes. I started my career as a financial advisor after graduating from the University of Texas in 2006 with a degree in finance. Over the years, I have served in numerous leadership roles, including recruiting and training new financial advisors and management. Additionally, I have earned the CERTIFIED FINANCIAL PLANNER® certification, Sports and Entertainment Accredited Wealth Management Advisor® certification, Chartered Retirement Planning Counselor™ certification and Chartered Financial Consultant® certification. On a Personal Note, I was born in Michigan but moved to Texas over 20 years ago. My wife, Nidia, and I met in Fort Worth and have been married for over 10 years. Our pride and joy are our five children, Richard, Ethan, Livia, Elijah and Benjamin, who inspire us every day. Nidia was a teacher for 10 years and transitioned to staying home with our children in 2017. We enjoy anything outdoors and look forward to our annual family vacations. We also enjoy our little "farm" that consist of chickens, ducks and bees where we can get fresh eggs and honey. I am honored to serve the residents of the community through the HEB Chamber of Commerce, Big Brother/Big Sisters of America and with Special Olympics.
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Always free for clients.
CFP, AAMS, ChFC, AWMA, CRPC, SE-AWMA
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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