Prior to joining Edward Jones in 2008, I owned and operated one of the largest photography studios in Texas. At age 22, I earned the Master of Photography degree. Through years of experience helping families articulate what was most important to them, I was able to develop processes that would turn my client's visions into treasured heirlooms that would tell the stories of their lives. After becoming visually impaired, I found the same passion for helping people make their financial dreams become reality. I recognize that most people have a clear vision of how they expect key moments in their lives will play out and my goal is to facilitate for them the planning necessary to allow them to enjoy the journey.
Raising four amazing daughters in a blended family, my wife, Karina, and I have learned that every family has their own unique set of challenges and opportunities and every moment with family is a moment worth treasuring. Time is our most precious commodity and not a moment of it should be wasted worrying about financial uncertainties.
Michelle McAdoo, senior branch office administrator, has been in the financial services industry for nearly 40 years. She participates in client meetings and helps with planning and executing our standard operating processes. She is married to Don and is a doting Grana to her two grandchildren.
Victoria Llanes, senior branch office administrator, is our client's first point of contact and her responsibilities include organizing client events, client document execution and many other behind the scenes operations. In her free time, she enjoys being with her son, Avery, family and friends.
Our clients are like our family and understand they are a part of something much more than just an investment firm. We live to serve others and our business has allowed us to support many organizations that are changing lives here in our community and around the world. Amen!
- Retirement Income Strategies
- Wealth Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Portfolio Reviews
My Personal Interests
- Community Outreach
- Home Improvement
- Scuba Diving
Phone NumberCharlie Blauvelt at (817) 276-8508
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