At Edward Jones, we value personal relationships based on a deep understanding of your unique financial needs. We can develop a solutions-based approach tailored to your individual goals and provide exceptional service. The key to successful investing is to develop a strategy now that can help you reach your future goals. At Edward Jones, we work extensively in meeting the needs of individual investors by helping them map out long-term investment strategies.

I joined Edward Jones as a financial advisor in 1999, after serving in the U.S. Army for 13 years, opening the firm’s fourth branch office in Temple.

I earned a Bachelor of Science degree in business administration from Wayland Baptist University in Plainview, Texas. In addition, I received the Certified Financial Planner™ designation in 2012 and the Accredited Asset Management Specialist™ designation in 2004.

The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

My wife, Tricia, and I have three children and seven grandchildren.

My senior branch office administrator, Nikki Rodak, has 20 years of experience and is dedicated to providing you with the highest level of service possible.

We provide highly personalized service. All aspects of our business are aligned
to help us better understand and meet our clients’ unique goals and needs.

Office Information

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 - 03:00PM
Sat Closed
Sun Closed

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