West Point Grad • Army Veteran • Financial Advisor • Tailoring holistic wealth strategies to clients’ lifestyles, goals, family dynamics, taxes, and estate considerations. It’s an incredible honor to earn my clients’ trust and manage their wealth. I grew up in Oklahoma, graduated from West Point, and joined the army before starting my career with Edward Jones. After honorably fulfilling my commitm
ent to the nation, I left the army in 2017. A layoff from my first corporate job led me to pursue my passion, so I joined Edward Jones. After tons of hard work learning about financial services, I now have the privilege of serving people again. In my spare time, I enjoy spending time with my family, volunteering with veteran’s organizations, fishing, and playing golf. I continuously learn about investment strategies, economic influences, and professional services as a financial advisor to better serve my clients. I graduated from Texas A&M with a Master of Jurisprudence degree and earned the Chartered Retirement Planning Counselor (CRPC™) designation from the College of Financial Planning. Additionally, I earned the Certified Exit Planning Advisor (CEPA®) designation, equipping me with specialized skills to help business owners accelerate the value of their businesses prior to exiting.
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