As a financial advisor with Edward Jones since 2011, I oversee the finances for a select group of families, business owners and executives in the Austin area and across the country.
Our team uses an established process that is entirely focused on what is important to you. As we get to know one another, it is critical that I clearly understand both your short-and long-term financial goals and dreams. In addition, we can help assist you with protection strategies, tax-advantaged investments and estate considerations.
Many of our clients come to us from other financial firms, and a common theme is that most people don't understand how their financial advisor is compensated for the work they do. Before you begin a relationship with us, you should clearly understand the costs associated with the services we provide.
Originally from Central Oregon, we currently reside in Georgetown, TX where our branch office is located. I graduated from the University of Mary Hardin-Baylor in 2005 with a degree in business administration. After UMHB, I attended Texas A&M Central Texas and graduated with a Master of Business Administration. Prior to my career with Edward Jones, I spent seven years working for Extraco Banks in Central Texas. My wife, Courtney, is accountant. We have a daughter, Chloe (2013), and a son, Beckett (2017). In my free time, I enjoy playing and watching all sports, spending time in the outdoors and serving our community through various volunteer efforts.
My branch administrator, Loretta Fenoglio, has been serving clients with Edward Jones since 1998. Loretta has been instrumental in providing our clients with the highest level of service possible and is committed to helping ensure that you are always highly satisfied.
If you currently don't have a financial strategy in place or would like a complimentary second opinion on your current strategy, we would welcome the opportunity to get to know you better and see if we might be a good fit for each other.
Focus areas
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Business Retirement Plans
My Personal Interests
- Baseball
- Chess
- Cooking
- Health & Nutrition
- Racquetball
Office Information
Office Address
214 W 8th StreetGeorgetown, TX 78626 opens in a new window
Phone Number
Aaron H Adams at (512) 863-0561Branch Team
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:00PM |
Sat | Closed |
Sun | Closed |
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Branch Team
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