Envisioning retirement is your job. Helping you get there is ours. Effectively planning for retirement can involve a variety of accounts and investments, including IRAs, employer-sponsored retirement plans (e.g., 401(k)), annuities, equities, mutual funds and insurance. We can help you develop a strategy for working toward your retirement goals.
I began my career with Edward Jones in 2014, after a decade of sales and sales management with the Feist/Yellowbook phone directory. I acquired my first investment licenses at the age of 25 after learning a few simple concepts of investing and how it could benefit me. Now at age 43, I have dedicated my career to working with families and individuals to utilize those same concepts to help achieve their financial goals.
I grew up in Abernathy, TX. I have been married to my wife, Holly, for 17 years. We have two wonderful children. Jones is 13 and Piper is 12. We love to be at home but don't spend a lot of time there because both Jones and Piper swim competitively. You can usually find us at a pool on weekends and after hours.
My branch office administrator, Anna Reyes, began her career with Edward Jones in 2008 and is dedicated to providing our clients with the highest level of service possible.
At our Edward Jones branch office, we care about what matters to you. We use an established process to help you reach your goals and walk with you every step of the way to help make sure those goals are attained. We feel that we are in a partnership with our clients in this regard.
Anna and I both enjoy our clients and build personal relationships with them. We get to know their situations, their families, hobbies and dreams. That helps us have a better understanding of who we are serving and ensures that our solutions are helping satisfy the needs that exist. If this type of relationship is something that is important to you, then we should talk. We look forward to hearing from you.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
My Personal Interests
- Health & Nutrition
- Personal Fitness
Phone NumberChris Lambert at (806) 698-6392
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