I began my Edward Jones career in 2017 in Wimberley. My branch office administrators, Ginger and Kathy, and I are committed to understanding your goals and partnering with you to help achieve them, while providing superb service and excellent advice. My ideal client is serious about planning for the future and willing to meet at minimum once a year.
Some people think that everyone's investment goal should be the same, to make as much money as possible. And, in the absence of risk, I'd agree. However, my father's retirement savings was almost wiped out by the dot-com bubble of 2000. He was recently retired at the time and had limited means to rebuild. I know from personal experience what can happen to your strategies and dreams when your life savings evaporate, and I don't want to see that happen to anyone else.
What my clients have found is that we can do much more than simply help you allocate your portfolio. I want to find out what's important to you, and why. I'll take you through my established process to build personalized strategies that help you meet your specific financial goals. Then, I'll continue to partner with you over time to making adjustments when needed to help keep you on track.
I grew up in San Marcos, where my parents still reside. I have a bachelor's degree in economics from Texas Tech University. We live in Wimberley by design; we chose Wimberley because of its beauty and the strong sense of community. We share our home with our three dogs – rescues Rudy and Ava, and a spunky Brittany Spaniel named Ellie. I am active with the Wimberley Chamber of Commerce and serve on the Wimberley Lions Club Board of Officers. We are blessed to be a part of this town and give back to our community.
Office Address14500 Ranch Road 12 Suite 3
Wimberley, TX 78676
Phone NumberCade Wright at (512) 847-8463
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More