About Us

WHY WORK WITH US:
I started at Edward Jones in 2003 after graduating from Texas A&M University and in 2008, I became a limited partner with the firm.

Since then, I have hired an outstanding, motivated, detail-oriented, customer-minded branch team, Megan McCoy and Melanie Goodwin.

Our mission is to help affluent investors continue, maintain and improve their hard-earned standard of living for the rest of their lives and pass that legacy on to their family.

WHAT WE DO:
We focus on professional financial strategies for affluent business owners, executives, entrepreneurs, families and individuals.

Working with you and your CPA, estate planning attorney, insurance specialists and other professionals, our team can help determine the most appropriate financial strategy for you, your family and your business.

We use an established process to gain a detailed understanding of your values and goals.

Together, we can assist you with items including, but not limited to…

-Retirement savings strategies
-Receiving an inheritance
-Saving for the dream vacation home
-College savings plans for kids or grandkids
-Long-term care for later in life
-Life insurance to plan for the unexpected
-Charitable giving
-Leaving a legacy

WORK WITH US TO:
-Develop, implement and monitor a comprehensive wealth strategy.
-Help you make sound financial decisions in today's uncertain political, economic and social environment.
-Obtain a confidential, no-obligation second opinion and investment strategy review from a seasoned financial advisor.