We strive to help our clients find a balance between planning for tomorrow and still living for today.

Who we serve best:
-Those in or near Retirement
-Young Families

Our Process:
We partner with our clients and other professionals to create a personalized strategy for the goals they wish to achieve. We understand that our client's priorities may change over time. We are committed to a consistent review process that will allow us to track and adjust our strategy accordingly based on events throughout their life.

Our Why:
We hope to build a relationship with our clients that will last through generations. We believe that, with our years of experience, education and personal and professional development, we will be able to provide prudent financial advice that will help allow our clients to make the best personal decisions.

About Us:
Brian
I received my bachelor's degree from the University of Missouri in St. Louis. My wife, Julie, and I have two children, Audrey and Michael. Originally from St. Louis, I have lived in The Woodlands since 2003.
I inherited my passion for finance from my father who worked as a financial advisor in the 1970s and 1980s. I quickly found myself applying what I learned from him and began investing as a teenager. Fast forward to 2009, I joined Edward Jones to receive the professional training necessary to deeply serve my clients. I chose to become a financial advisor so I can use my knowledge to help those I care about. I was honored with the Jack Phelan Achievement Award for 2021.

Lorraine
I'm originally from New Zealand. My husband, Matt, and I have twin girls, Lyla and Sophie. We have called the Woodlands home since 2012.Prior to working for Edward Jones, I was a stay at home mum to our girls and a craft instructor. I have taught classes in knitting, crochet and Cricut. I enjoy helping out at our church and around our community. I enjoy spending time with family as well as crafting, reading and cooking. I joined Edward Jones to help those in my community succeed with their goals.