It is our vision and desire and one of my greatest joys for more than 20 years to help families, business owners and professionals achieve their financial dreams. That joy comes assisting them in creating financial strategies to achieve retirement, successfully guiding and navigating throughout retirement, saving for college for children or grandchildren, transitioning a business, and transferring wealth to the next generation or charity.

Our team utilizes a proven approach to help clients create a financial strategy. This process takes a personalized approach to risk mitigation, wealth creation, estate and tax considerations. We continually strive to understand what is most important to you and work closely with you to create a personalized approach to assist you, and continually work with you throughout your life to keep on track to achieving your dreams.

I attended Texas Tech University and graduated with a Bachelor of Business Administration in 1990. I have achieved the AAMS® professional designation from The College of Financial Planning. I have been a limited partner with Edward Jones since 2004.

Outside of the office, I enjoy spending time with my family, grilling, playing golf, spending time at the lake, traveling and serving the community.

My team is grateful for our community and for what we get to do. My team gives back by serving in organizations such as Temple South Rotary, Altrusa International, Alzheimer’s Association, Temple Bible Church, Ralph Wilson Youth Club and many other organizations.

Everyone we work with has a unique story. My team and I are dedicated and interested in hearing and understanding yours. For your personalized, no obligation, no cost discussion of your story, please schedule your time with our office. We look forward to getting to know you.

Focus areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Charitable Giving

My Personal Interests

  • Spending Time with Family
  • Motorcycles
  • Golfing
  • Skiing
  • Soccer

Office Information

Office Address

1005 Marlandwood Rd Ste 101 Temple, TX 76502

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:30PM
Sat Closed
Sun Closed

Branch Team

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