Our team enjoys helping families and small businesses discover what is most important to them through an established process while creating tailored strategies to help meet their unique goals and partnering with them to help them stay on track throughout their lifetimes. Our clients value a long-term perspective and the importance of personal, face-to-face relationships.

Outside of the office, I have been a member of the Copperas Cove community for the past ten years, including the last seven as an advisor with Edward Jones. I have the honor of serving on the board of several local non-profit and government organizations and I am also a deacon at First Baptist Church Copperas Cove.

I am married to my beautiful wife, Bethany, who is a local educator with Copperas Cove I.S.D. We have two daughters, Emma and Olivia, both of whom love to color on daddy's whiteboard in his office and eat Kayelyn's delicious cookies. I am a graduate of Texas A&M University and love to cheer on the Aggies. I am an avid sports fan and enjoy spending time with family, the outdoors and serving my church family and community.

Kayelyn Cornelius has served as our branch office administrator for the past eight years. She is a 30-year resident of the Copperas Cove area and has a passion for ensuring our clients receive exceptional service. She enjoys spoiling her five grandchildren, baking, the outdoors, travel and as much time with family as possible.

Working with our clients gives us great fulfillment because of the tremendous impact we are able to have for them and their families. Kayelyn and I look forward to getting to know you and serving you and your family for many years to come!

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Business Retirement Plans
  • New Investors

My Personal Interests

  • Spending Time with Family
  • Volunteering
  • Sports Enthusiast
  • Outdoor Enthusiast
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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