With over 20 years of experience as a financial advisor at Edward Jones, I help manage the financial dreams of families and professionals in Temple and the surrounding area, including numerous other points around the country. It is imperative that I understand what is important to you. We'll use an established process to build personalized strategies to help you achieve your goals. I will then partner with you throughout your lifetime to help you stay on track.

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™ certification in 2012 and the Accredited Asset Management Specialist™ designation in 2004. The Certified Financial Planner Board of Standards Inc. awards the CFP® certification to individuals who meet the Board's requirement for professionalism in financial services.

My wife, Tricia, and I have three children and seven grandchildren. We enjoy our time with them especially camping and hiking. We attend Cornerstone Church and enjoy volunteering in any capacity.

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

Both Nikki and I became limited partners with Edward Jones in 2007. As partners with the firm, we have the responsibility to always do what is right for our clients.

We understand that relationships are key. At Edward Jones, we are focused on you and pride ourselves on delivering and ideal client experience.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Military Professionals & Veterans

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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