It's important to invest time to understand what you're working toward before you invest your money. Working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire.
After earning a BBA in finance from West Texas A&M University, I became a financial advisor in 1997 and joined Edward Jones in 2003. Since 2005, I have served the firm in many different roles as a member of the regional leadership team. In addition, I received the professional designation AAMS® in 2006. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final exam, commit to its code of ethics and agree to pursue continuing education.
My wife, Carrie, and I have been married for 25 years. We have three daughters and one grandson. We attend the First Presbyterian Church of Vernon, where I am an elder.
Active in the community, I served as chairman of Wilbarger County Hospital District's Board of Directors and past president of Vernon Lions Club, Vernon/Wilbarger County Crime Stoppers and Red River Valley Museum Board of Directors.
Our branch team is committed to providing you with the highest level of service possible. Estella Trinidad and Becky Rogers, branch office administrators, provide personalized service where relationships are key. We meet when it is convenient for our clients because we recognize the challenging needs of their lives.
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- Charitable Giving
My Personal Interests
- Spending Time with Family
Office Address1121 Hillcrest Drive
Vernon, TX 76384
Phone NumberBobby Burrus at (940) 552-9219
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