Far too often I meet with potential clients and retirement is their main priority but sometimes that also coincides with a new home or car purchase, education savings, life insurance planning, long-term care planning or estate considerations. Individuals and families may also need help with the tax efficiency of their plan and not know it. Our team has an established process to determine all of your financial needs as well as tailor solutions that are specific to you and your family. We want to understand what is most important to you in addition to helping you navigate retirement. We are committed to providing the highest level of service to all of our clients and will maintain a lifelong partnership in order to help achieve your financial goals.
I graduated from The University of Texas- Austin with a degree in finance and a minor in accounting. With a strong passion for investments and helping others succeed, I began my career with Edward Jones in 2006 directly out of college.
In 2010, I married my wife, Kendl, and we were later blessed with our two children, Grey and Ainsley. When I'm not in the office, I enjoy being outdoors and spending time with my family. I have had the opportunity to coach baseball and soccer for Grey and Ainsley here in the Kingwood community and absolutely love watching the growth on and off the field. Our favorite thing to do as a family is sit on our back patio, listen to music and have dinner together.
Dawn Sharber is the branch office administrator on our team and has been in financial services and banking for 15 years. She loves getting to know all of our clients and making sure they are taken care of. Dawn enjoys spending time with her family, her husband, James, her two daughters and especially her new granddaughter.
Our team would like to help you achieve your definition of financial success. Send us an email or give us a call; let’s partner together!
My Personal Interests
- Active Lifestyle
- Coaching Sports