Now more than ever, my branch office administrator, Lynda Walton, and I want to meet clients on their terms. Our established process allows us to help clients in the office if they prefer to meet in person. We meet clients by web conference if they live out of town, or just have busy schedules. We personalize our strategies and advice to better help you meet your goals.
My goal for every interaction is to add value to the financial life of each of my clients. When we work together, I start every conversation by listening to you, to ensure I understand what is most important to you. I then work through our established process to help you define your goals and partner with you to help keep you on track over the long term.
There are three things I strive to provide my clients throughout our time working together:
- A clear explanation of the investments I recommend.
- Timely updates on market conditions and volatility.
- Transparent explanations of costs.
A bit about me: I have been serving clients as an Edward Jones financial advisor since 2000. I have been a hard worker from an early age, with my professional life starting with a paper route and later working as truck driver and in industrial sales, as well as a CPA. Along the way, I earned my MBA and CFP professional designation. I volunteer in the community through the Houston Westchase Rotary, focusing on helping college students.
If you are a long term, goal-oriented investor, I am sure we will work great together. I invite you to experience the Edward Jones difference: face to face meetings, convenient scheduling and one-on-one relationships. It all begins with a conversation, so give us a call or stop by to get started.
My Personal Interests
- Active Lifestyle
Phone NumberGene Stoffel at (713) 266-7290
|Mon||08:00AM - 04:00PM|
|Tue||08:00AM - 04:00PM|
|Wed||08:00AM - 04:00PM|
|Thu||08:00AM - 04:00PM|
|Fri||08:00AM - 04:00PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
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