I focus on working with a select group of clients across the country to build and implement financial strategies toward achieving their most important goals and dreams using an established process. I also welcome the opportunity to partner with your tax professional and estate attorney to help ensure a seamless integration of our strategies.
I am very passionate about what I do and enjoy getting to know each client to develop a deep understanding of their values and specific needs. While I develop complex financial strategies, I pride myself on communicating them to my clients in simple and relatable terms.
I have earned the CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor® certifications.
Prior to joining Edward Jones, I was an Army Chinook Helicopter Pilot. During my service, I served in many leadership roles, deployed to Iraq and earned the Bronze Star Medal. I enjoyed my time, travel and service in the military and retired as a Major.
My wife, Emily, and I live in Bedford, TX and have four kids: Walker, Kate, Molly and Charley. In my downtime, I love fishing (I am not very good at catching), chasing after my kids, and traveling.
I work alongside Senior Branch Office Administrator Kathy Roberts, who shares my passion for taking exceptional care of our clients. Kathy is a graduate of Abilene Christian University. She joined Edward Jones in 2008 after a career teaching junior high students. In her spare time, she enjoys scrapbooking, reading and photography.
If you are searching for an experienced financial advisor that is able to successfully navigate complex wealth strategies, then look no further. Call or email our office today to schedule your appointment. We can't wait to meet you.
- LGBT Finances
- Socially Conscious Investing
- Wealth Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
My Personal Interests
- Spending Time with Family
- Social Responsibility
Phone NumberAshley Bloom at (817) 605-8474
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