I am a financial advisor primarily for a select group of successful families, business owners and professionals who, among other things, aspire to a work-optional lifestyle. Edward Jones has developed and refined a process to put all the pieces of that puzzle together by understanding what's important to you, building personalized strategies to help you reach your goals and partnering with you throughout your life to keep you on track.
I attended Texas A&M University and graduated in 2007 with a degree in finance. I later obtained my CFP® and AAMS® professional designations to better serve my clients. I began my career with Edward Jones in 2008 and became a limited partner with the firm in 2016.
I live in Athens with my wife, Lauren, and two sons, Conor and Lane. We spend our free time doing anything outdoors, traveling or crafting new culinary ideas.
My senior branch office administrators, Jeanne Largent and Cathy Wright, have been with the firm since 2003 and 2016, respectively. As a team, we look forward to helping craft and achieve your financial goals, whatever they may look like.
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Retirement Savings Strategies
- Retirement Income Strategies
- New Investors
My Personal Interests
- Mountain Biking
- Personal Fitness
Office Address206 Crestway St
Athens, TX 75751 opens in a new window
Phone NumberColin J Barrett at (903) 677-2534
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