At the time, I was a math teacher and coach, introduced to the firm by my sister-in-law, who would later become my financial advisor. But after more than a decade of experiencing Edward Jones' quality-focused, long-term investment philosophy firsthand, I saw how it profoundly shaped the financial future of my family and realized I wanted to help others in the same way. With a background in educati
on and coaching, I enjoy educating people and guiding them through financial decisions in a way that’s clear, empowering, and personalized. My clients' best interest always comes first. I meet clients where they are, forming lasting relationships and together we steward their investments to build wealth, live generously and leave a meaningful legacy. I use a well-established process to create tailored financial strategies aligned with your values and goals, adjusting as needed to reflect life’s changes. When you work with our team, you’re more than a number, you’re family. You’ll always deal directly with myself or my branch office administrator, Allen Steward. Despite the exclusivity we provide to our clients, we are not alone. We’re supported by thousands of Edward Jones' experienced professionals and advanced technology, allowing us to offer comprehensive, up-to-date guidance. In addition, we collaborate with attorneys, CPAs and other trusted professionals to ensure every aspect of your financial picture is considered. I’m a proud graduate of Texas A&M University, Class of 2010. My wife, Carole, and I met during our time in Aggieland and have since welcomed our son, Glen, to our family. When we’re not at work, we love being outdoors—playing sports, riding bikes, swimming or walking our dog, Sammy. Whether you're a seasoned investor looking for a second opinion or just starting your financial journey, I welcome the opportunity to connect. Let’s talk about what matters most to you.
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