As your Edward Jones branch team, we believe it's important to invest our time to understand what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, we can help determine the most appropriate financial strategy for you and your family. We can also help ensure you have a comprehensive retirement savings strategy to help give you more options when you retire, regardless of what you decide to do.
I joined Edward Jones as a financial adviser in 1999, opening the firm's fourth branch office in Temple. I attended Wayland Baptist University and graduated with a bachelor's degree in business administration. I have also received the CFP® and AAMS® certifications. My wife, Tricia, and I have three children and one grandchild.
Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it's convenient for our clients because we recognize the challenging needs of their business and their lives.