As an Edward Jones financial advisor, I believe it is critical to understand what is important to you, the things you must accomplish to help gain success in your financial journey and the methodology that fits your personality.
I often work closely with your tax and legal advisors to help you determine the appropriate financial strategies for you. While this is a common approach of many financial advisors to serve their clients, I bring the added background that I have spent years sitting in the same seat as your tax and financial expert. Whether working in a public accounting firm or in industry finance, I lived that career, spoke that language and can help you, as my client, understand what the strategy is that best serves your needs and meets your goals. In my career that spans 30 years in multiple industries, I built financial strategies for diverse people tailored to their unique priorities, timelines and goals.
I came to Waco in 1987 to attend Baylor University. During my time at Baylor, I earned a Bachelor of Arts in history and economics as well as an MBA. While at Baylor, I met Leigh Ann Bradley to whom I have been married for almost 30 years. Together, we have raised three lovely daughters: Hannah, Becca and Alyssa. When not working or attending events with our grown children, we enjoy athletic events, Broadway theater and serving in our church.
As of January 2021, the office was privileged to have Laura Mendoza join as the Branch Office Administrator. Laura is married to Richard and together they have four children: Jonathon, Alex, Antonio and Teresa. They moved to Waco in 2020 and are quickly developing a love for the Waco community and a fondness for its people.
If you are searching for a financial advisor, I invite you to experience the Edward Jones difference: face-to-face meetings, one-on-one relationships and partnership using an established process focused on your goals.
Call 254-732-1161 today to schedule an appointment.
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Business Retirement Plans
- College Savings
- Portfolio Reviews
My Personal Interests
- Spending Time with Family
- Art & Theater
Office Address720 N 64th St
Waco, TX 76710 opens in a new window
Phone NumberChuck Virnau at (254) 732-1161
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