I have been committed to providing exceptional client service since my first job at the age of 9. As a paperboy in Chicago, I gained a reputation for the reliability of my deliveries, even during the area’s notoriously harsh winters, and my personalized Christmas cards I included in their papers each year. As a result of my efforts, my list of dedicated clientele grew, and I was rewarded with incr
easingly generous tips. To pay for college, I worked as a janitor at a movie theater. I rose through the ranks in that industry to become the corporate VP of Operations. Throughout my career, I have worked tirelessly in my pursuit of success. It is with this work ethic that I now guide my clients towards their financial goals. All client relationships begin with a conversation. I work to understand what is most important to clients. Using an established process we develop strategies tailored to clients. Partnering with clients for life ensures they stay on track. To better serve my clients, I have earned the AAMS™ and CRPS™ professional designations. I feel honored to serve a diverse group of clients, individual investors, parents, and couples. I help multi-generational families manage wealth and prepare for the unexpected as well as business owners with their retirement plans. Outside of the firm, I serve as a president and VP of two chapters in Master Networks; and Media Team leader at Prestonwood Baptist Church, Prosper. In my free time, I enjoy tennis, smoking meats and spending time with my wife of 31 years, Traci, and our children and grandson. To learn more about how I can help you live the financial life you have imagined, contact my office today.
/*********/
For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
