I work with a select group of clients across the country to build and implement a strategic plan toward achieving their most important goals and dreams. 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 and every client to develop a deep understanding of their values. Some of the strategies that my clients prefer involve:
- Planning for retirement
- Education savings
- Tax efficient wealth strategies
- LGBT specific needs
- Socially responsible investing
While I develop complex financial strategies, I pride myself on communicating these plans to my clients in simple and relatable terms.
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.
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 our downtime, we enjoy watching sports, fishing and cross-country vacations in our RV.
- LGBT Finances
- Socially Conscious Investing
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Savings Strategies
My Personal Interests
- Spending Time with Family
- Social Responsibility
Office Address1117 Glade Road
Colleyville, TX 76034
Phone NumberAshley Bloom at (817) 605-8474
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