We use an established process to intimately learn and understand what is most important to you. We will leverage a personalized investment strategy to ensure you achieve your goals and will consistently revisit that strategy as life changes. After a career in sales, I joined Edward Jones as a client in 2016 and quickly realized that my true calling was in Finance. In 2018, I began my career with E
dward Jones as a financial advisor in San Antonio, Texas. Since then, I have joined our leadership team at the firm to ensure the knowledge that I have acquired can be passed down to future generations. My wife, Stephanie, and I met during our time at Texas A&M University on a country and western dance team called the Aggie Wranglers. Stephanie and I have been married for 10 years and have a beautiful 3-year-old daughter named Skyler. In 2018, we moved to San Antonio to be close to family and enjoy building homes with our church through Habitat for Humanity to support our community. Melinda Martini, our Branch Office Administrator, started with us in December 2020 after working with JP Morgan Chase for seven years managing projects for the debit card department. Since joining Edward Jones, she has been fulfilled by building and deepening relationships with our clients. When she is not at work, she enjoys exploring San Antonio, volunteering with local organizations, and rescuing animals in need. As a husband, father, and avid outdoorsman, my financial goals are simple. I want to provide for my family and experience life’s blessings along the way by saving for college education, investing towards a future ranch purchase, preparing for the unexpected through life insurance, and retiring with dignity. During the process, we will partner with a CPA and attorney to help reduce taxes and manage an estate for inheritance. What can we help you accomplish?
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