Our clients are important …
Our clients are our focus. My branch office administrator, Lindsey Kelley, and I are dedicated to helping our clients achieve their goals. We use an established process that begins with gaining an understanding of what's important to you. Only then can we build personalized strategies designed to help achieve your goals. Once these strategies are implemented, we are passionate about partnering with you throughout your life. Life happens and goals change, so this partnership allows us to adjust strategies as needed. Over the years, we have come to appreciate the friendships with clients and are grateful to help people every day.

Family is important …
Family is our greatest life investment. My oldest son, Grant, is in the US Army. He is a medic and wants to pursue nursing. Wyatt, my middle son, has always been very active in sports and is starting college to pursue a business degree in finance. My youngest, Dylan, is in high school at Academy High School. He plays football, but his primary interest is computers. Our family loves being on the water – boating, jet skiing or just relaxing. Lindsey also has a son, Hunter, who is in elementary school in Academy. They love to be outside enjoying the Texas sunshine or being on the water.

We are here to serve …
We are proud to serve a wide variety of clients with diverse goals. We work with individuals, families and businesses to address the following areas: retirement planning, estate considerations, business retirement plans, survivor and long-term care needs and educational savings. We don't do this alone. Edward Jones has thousands of people behind the scenes and provides advanced technology to support our office so we can help ensure you receive the most current and comprehensive guidance.

We invite you to experience the Edward Jones difference: one-on-one relationships and face-to-face meetings with a team that cares about you. Call today to schedule an appointment!