My Profile | Network In Action
  • Basic Information

  • Company
    Edward Jones
  • Phone
  • Mobile phone
  • Email
  • About me
    When it comes to building your financial future, I believe that researching your options is the best possible strategy to making an informed decision. Finances are an emotional part of your future well-being, and as your financial advisor, it’s my job to help you make the best decisions possible by sharing my personal knowledge, as well as the support of Edward Jones and its network of resources and thousands of associates.

    From the time I was a child, I’ve been fascinated by the concept of investing. While completing my undergraduate degree at the CofC, I turned my interest into a hobby that I studied in my free time. I later pursued my MBA at West Texas A&M University, which furthered my love for finance and planning for the future. Soon, I found myself researching stocks and index funds during my free time while also meticulously maintaining and balancing my personal portfolio. After many conversations with my financial advisor, I decided to apply my skills as a financial advisor at Edward Jones.

    Because investments have been a hobby of mine for so long, I enjoy helping people identify goals and create strategies to help reach them. There’s so much information out there, and I’m here to help you sort through it and build confidence that you’re making the right decisions for your personal goals and your future.

    With my office located in Austin, I work closely with many members of the Austin community and surrounding areas. I also have clients around the country, including California, Missouri and Arizona. Whether they’re IT professionals, families looking to set up solid plans for their children’s futures, healthcare workers or business owners, the goal of creating a portfolio tailored to reaching their goals stays the same.

    My wife, Taylor, and I have three rescue dogs and are passionate about supporting local animal rescues whenever possible. We also enjoy gaming, roasting coffee and creating craft cocktails from what we grow in our garden.
  • Profession
    Financial Services
  • Title
    Financial Advisor
  • Hobbies and interest
    Coffee Roasting & Craft Cocktails
  • Website
  • Contact Information

  • City / Town
  • Describe your perfect referral
    Families and Professionals who are interested in planning for the future or are navigating life changes while trying to stay on track for their goals.

    Businesses or small business owners interested in setting up a retirement plan like a 401k, Simple, or SEP IRA.
  • State
  • Zip
  • Country
    United States
  • Special offers to the group
    Free Consultations
  • Google Business Review URL
  • Facebook Business Page URL
  • LinkedIn Profile
  • Education

  • College / University
    College of Charleston
  • Graduation Year
  • Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
    Have you sat down to review your financial plan?
    Do you work with a Financial Advisor?
    Are you put together a plan to start paying for college?