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 accounting from Abilene Christian University, I went to work for KPMG Peat Marwick in Dallas, TX as an auditor. From 1994 to 2008, I worked as CFO for several family-owned businesses in Dallas and Wichita Falls. I joined Edward Jones as a financial advisor in 2008.
My wife, Vicki, and I have been married 30 years and we have three children. Trent is a teacher, Todd attends Harding University in Searcy Arkansas, and Katie attends Henrietta High School. We are members of the Henrietta Church of Christ, where I am an elder. Our family enjoys traveling, especially to our National Parks across the U.S.
Active in the community, I have served as Kiwanis Club President, Little League President, Henrietta All Sports Club Vice President and currently serve on the Henrietta ISD School Board.
Our branch team is committed to providing you with the highest level of service possible, which is evidenced by the referrals that our current clients send us. Allison Nelson, branch office administrator, provides personalized service where relationships are key. Convenience for our clients is important to us because we recognize the challenging needs of their lives.
- Retirement Savings Strategies
- Retirement Income Strategies
- Insurance & Annuities
- Business Retirement Plans
- College Savings
- Portfolio Reviews
My Personal Interests
- Spending Time with Family
- History and Museums
- Sports Enthusiast
Office Address1303 W Omega St
Henrietta, TX 76365
Phone NumberBrad Yurcho at (940) 538-0409
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