2102 Birdcreek Drive
Temple, Texas 76502
Toll Free: 833-236-6490
My Professional Approach
In the hometown-style market of central Texas, I specialize in leading a general financial practice for all types of people. No matter your portfolio size or growth goals, we 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 we use computer models to help assess the probability of success. Subsequently, we implement a plan to invest your assets, allocated to investment products and sectors that conform to your investment personality. After implementation, we monitor your portfolio, meeting with you to evaluate progress and make changes based on market conditions.
Our firm, Benjamin F. Edwards & Co., shares our commitment to client first service. That’s why we joined the firm in 2018 to open the Temple, Texas office location.
As Christians, it is our passion to serve God by serving you. We seek to embody the old A.G. Edwards motto of “trusted advice, exceptional service”: being available for you needs, and being prepared to answer or find answers for your questions. We look forward to the opportunity to serve you.
In addition to working in financial services together, my wife of 32 years, Phyllis, and I have six children. We are active in the Church, and our family operates a mobile large animal veterinary practice, a product development and manufacturing enterprise, and a photography, graphic design and web development studio.
Texas A&M, Bachelor of Science – Animal Science.