After serving a successful career with the U.S. Air Force as an aircraft maintenance technician, pilot and contracting officer, I joined Edward Jones Investments in 1992 as a financial consultant and have supported clients from three separate branch offices in Colorado, Nebraska and, most recently on N. Padre Island in Corpus Christi, Texas since July 2017.
In March 2023, I decided to open my independent, Veteran owned office as Coastal Financial, supported by the resources of LPL Financial and teamed with Meredith Paddock as my Office Manager. We are dedicated to providing our clients with the highest level of personal and professional support, financial advice and guidance throughout their lives and following generations.
Since moving to Padre Island in 2017, I have been involved with the Padre Island Business Association, Port Aransas Chamber of Commerce, Padre Island Yacht Club, La Posada Foundation assisting with the USMC Toy's for Tots drive and Lighted Boat Parade. Additionally, I support the Island Sea life center, PeeWees animal rescue and recently, the newly established American Legion Post as their Finance Officer.
I love working with our clients on N. Padre Island, Port Aransas, Flour Bluff, Corpus Christi and beyond in multiple states and overseas while providing the highest level of personal service. My wife Caroline, our precocious son Elijah, and I enjoy sailing, snorkeling, scuba diving, and doing other adventurous activities together as a family.
Please feel free to come by our office at 14933 S.P.I.D here, "On the Island" for a cup of coffee and let us get to know you and see how Meredith and I can help you navigate the tides of your life.
We look forward to meeting you and continuing our work here as an Independent Financial firm for many years to come.
Coastal Financial and LPL Financial are separate entities.