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 CERTIFIED FINANCIAL PLANNER™ certification and the professional designations of Chartered Financial Consultant® and Certified Exit Planning Advisor®. These designations allow me to integrate with other CEPA® professionals in helping business owners grow and exit their business while identifying their post-sale purpose. After the sale, I help the business owners throughout their lifetime executing their financial plan and purpose.

I volunteer at Stonebriar Community Church's career transition ministry, Frisco Connect, and in the church's Awana Program. I also volunteer as a puppy sitter for Canine Companions for Independence.

Jill Brubaker is our senior branch office administrator. Our focus is providing exceptional service and building long-term relationships with our clients.

We look forward to working with you.