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Specialties
As your financial advisor, I pledge to you to do what's right for you.
I am only successful when you are; it's that simple. My biggest success is my family. Lee, my wife of 34 years, and I have lived in Gunter, TX, for 22 years and previously lived in Duncanville, TX. We enjoy serving our community by volunteering our time and treasure throughout North Texas. I am especially passionate about feeding the hungry and volunteer monthly distributing food to all those in need. I am an ambassador for the Anna Texas Chamber of Commerce, a member of the Gunter, Van Alstyne, Melissa and Howe area Chambers of Commerce and a Rotarian with the Hurricane Creek Rotary club. We have two sons and one daughter, all of whom graduated from Gunter ISD. Jared is a computer engineer in the Austin area, Anthony is the chief meteorologist at the San Antonio News Express in San Antonio and Sarah is a UT Austin aerospace engineering graduate and has earned her master's degree in Earth and space from DTU in Denmark. She is currently working in Denmark. We have two grandchildren, Beatrice who is 2 years old, and August, who was born in August of 2024. With their unending love and support, I am excited about building my business one client at a time and using my wealth of real-life and professional experience to serve you. My passion is to educate you about the many investment products available and to help guide you toward your goals. No one size fits all. Our approach is to find out what is important to you, assess your risk comfort and investment timeframe, and then develop tailored solutions that are uniquely yours. This is a second career for me, and I am blessed to be able to follow my dream. My New Anna office is up and running, but I am excited to welcome clients from all over the metroplex and country. Let's partner together and make a true difference in your financial and retirement future. Feel free to call for a complimentary consultation. I look forward to getting to know you.
♥
Always free for clients.
ChFC
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Diversification does not guarantee a profit or protect against loss in a declining market. Past performance is not a guarantee of future results. Investment-grade bonds are those rated BBB/Baa and above by Standard & Poor’s and Moody’s. A bond represents a loan that an investor makes to an issuer in which the issuer agrees to pay the owner the amount of the face value of the bond at a future date and to pay interest at a specified rate at regular intervals. Bonds are subject to yield and market value fluctuation. If a bond is sold prior to maturity, the amount received from the sale may be less than the amount originally invested. Bond values may decline in a rising-interest-rate environment. Dividends can be increased, decreased or eliminated at any point without notice. Investors should understand the risks involved in owning investments, including interest rate risk, credit risk and market risk. The value of investments fluctuates, and investors can lose some or all of their principal. Special risks are inherent in international investing, including those related to currency fluctuations and foreign political and economic events. Edward Jones, its employees and financial advisors cannot provide tax or legal advice. Please consult your attorney or qualified tax advisor regarding your situation. Before investing, you must evaluate your investment objectives, risk tolerance and financial circumstances. Rule 10 Review your strategy regularly 1