My Professional Approach
In the hometown-style market of central Texas, I focus on conducting a general financial practice for all types of people. No matter your portfolio size or growth goals, I seek to provide you accessible financial education, sound advice, and outstanding service.
I begin by helping you identify personal and family goals, and then convert those into general financial goals. Using those general goals, I work with you to identify your risk tolerance, anticipation for return, and other relevant, specific, financial goals. I strive to meet these through a variety of financial products and strategies, and use computer models to help assess the probability of success. Subsequently, I implement a plan to invest your assets, allocated to investment products and sectors that conform to your investment personality. After implementation, I monitor your portfolio, meeting with you to evaluate progress and recommend changes based on market conditions.
Our firm, Benjamin F. Edwards & Co., shares my commitment to client first service. That’s why I joined the firm in 2018 to open the Temple, Texas office location. I seek to embody the old A.G. Edwards motto of “trusted advice, exceptional service”: being available for your needs, and being prepared to answer or find answers for your questions. I look forward to the opportunity to serve you.