As a financial advisor, a combination of my innate attention to detail, perseverance, and optimism help me serve my clients. I also love listening to people's stories to learn what is most important to them.
Prior to growing my business with Edward Jones, I spent many years honing my skills as an operations manager for several small local businesses. My strengths enable me to see my clients' visions, understand the pieces at play, identify available options, and collaborate on developing a tailored plan to help them reach their financial goals by using an established process. Perhaps most importantly--I help them stay on track over the years.
New clients typically come to me at key times in their lives when they are looking ahead, and wondering how they are going to get "there." I enjoy working with young families, people who hope to retire within the next few years, passionate small business owners, successful individuals who recognize the importance of saving for a rainy day, and also those who are recently divorced or widowed seeking financial clarity.
I am very proud to be a part of Edward Jones, and grateful for the trust that my clients place in me every day.
There is nowhere that I would rather call home than Austin, Texas. My favorite places to connect with the city, and spend time with my wife and son, are our greenbelts and local coffee shops.