Operating in Magnolia and Montgomery since 2009, I've had the privilege of working with several hundred clients in the area.

As an Edward Jones financial advisor, I understand the importance of investing my time with clients and understanding their goals before investing their money. There are no consultation fees and our guests can walk out of a first appointment with a good understanding of their financial picture.

Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. This often includes a thorough review of your current strategy and helping you understand the costs associated with that approach.

Because of our commitment to research, we offer a variety of quality investment options designed to meet our clients' financial goals. At Edward Jones, we are focused on one client - the serious, long-term investor. We strive to explain complicated concepts in simple terms.

If you have acquired company stock over a period of years, are self-employed, concerned about taxes, do not have an appropriate savings strategy, or wonder about whether or not you have enough saved for retirement, then I'd like to schedule some time for us to get to know each other.

I look forward to scheduling your complimentary consultation. Feel free to contact us if you ever have questions regarding your investments and goals.

Focus areas

  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Wealth Strategies
  • Charitable Giving
  • Portfolio Reviews

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