Upon graduation in 1984 with a Bachelor of Science degree in management from the U.S. Naval Academy, I began serving 28 years in the Navy as a helicopter pilot stationed on aircraft carriers. During my Navy career, I obtained a Master of Science degree in management in 1993 from the Naval Postgraduate School in Monterey, CA. I also earned a Master of Arts degree in national security and strategic studies in 1999 from the Naval War College in Newport, RI.
During my military service to our country, I was active in investing. I did volunteer work through church with Crown Financial Ministries, helping families to budget, eliminate debt and start investing for their future.
Currently, I serve my clients by helping them meet their financial goals at Edward Jones. I work closely with you, your CPA, attorney and other professionals, to determine the most appropriate financial strategy for you, your family and your business.
As a financial advisor I have obtained the professional designation of Certified Financial Planner™ (CFP®). The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
I volunteer at Stonebriar Community Church's career transition ministry, Frisco Connect. Understanding the stress involved in a career change later in life, I enjoy helping others make connections to their ideal career. I also volunteer as a puppy sitter for Canine Companions for Independence.
Jill Brubaker is my branch office administrator. Our focus is providing exceptional service and building long-term relationships with our clients.
We look forward to working with you.
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