Managing Director – Investments
My focus is on delivering a client-first wealth management experience for individuals throughout Central Texas. I view myself as a partner, working to ensure you receive personalized financial education, experienced guidance, and truly exceptional service, irrespective of your current portfolio size.
The foundation of my practice is defining your personal and family goals and translating them into tangible financial objectives. By assessing your risk tolerance and return expectations, I employ computer-modeled scenarios to craft a diversified investment plan. This plan is meticulously allocated to products and sectors that align with your unique investment profile.
Continuous portfolio monitoring and regular meetings are integral to my service, ensuring we remain strategically aligned with your goals as market conditions shift. I brought this commitment to Benjamin F. Edwards in 2018 when I established our Temple, Texas office, and I serve clients from our San Antonio location. Our firm culture is built on the belief that service should be second-to-none. I look forward to partnering with you to help you navigate your financial future.
Phone 254-236-6490
Toll Free Phone 833-236-6490
Phone (Direct) 254-236-6490
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