As an individual investor, parent or business owner, you know the importance of creating a goal and developing a strategy to make that goal a reality. We understand that your financial goals will be specific to you. This is why providing a personalized financial strategy for you is our top priority. Working closely with your CPA and/or attorney, we can develop the most appropriate financial strategy for you and your family.
My wife, Liz, and I have two beautiful girls, Lily and Olivia, and one lazy lab, Flash. We enjoy snowboarding, wakeboarding, Oklahoma football and all things that involve our girls. Our top priority is to be strong role models for our kids as they grow up.
I began my career with Edward Jones in 2001 and became a limited partner in 2011. In addition, I was named a principal with the firm in 2015. I received my CFP® designation in 2007.
Prior to becoming a Financial advisor, I was a senior systems engineer for Boeing on the B-1 Bomber. I graduated from the University of Oklahoma with a degree in Chemical Engineering and a minor in Mathematics. As an engineer, it is very important to design a process that allows you to obtain the desired results. My team and I believe these same principals are important to help our clients achieve their financial goals.
My Personal Interests
- Outdoor Enthusiast
- Sports Enthusiast
- Personal Fitness
- Car Restoration
Phone NumberBrian R Bogard at (972) 661-0111
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