In 1998 I joined Edward Jones as a financial advisor after a successful career as a CPA. After traveling across the United States with the Federal Deposit Insurance Corporation (FDIC), I decided it was time to come home to Texas. I spent time with KPMG Peat Marwick, a worldwide CPA firm, before I decided I wanted to follow my longing to advise people in their investments. I had seen enough bad investing and felt I had experience in taking complicated concepts and making them easy to understand. My wife, Gwen, was also a CPA so each year we argue about who gets to do our tax return. Our family has grown to include our first grandson who teaches me daily how precious life is and why having a strategy is so important.
For over two decades, I have invested time in asking questions that get to the heart of understanding what you are working towards and why it's important to you and your family. We discuss the risk you are willing to accept to reach your long-term desires, the cost to help manage your financial future and we will work together to select investments that can help accomplish your dreams.
Whether you are planning for retirement, saving for college, booking tickets for the next Jimmy Buffett concert or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help achieve your goals. As a team, we monitor your progress to help make sure you stay on track or determine if any adjustments need to be made.
Our service doesn't stop here. I will reach out to your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we help you develop a complete, tailored strategy to help you achieve your financial future.
- Intergenerational Planning
- Estate & Legacy Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Charitable Giving
Office Address2966 Park Hill
Ft Worth, TX 76109 opens in a new window
Phone NumberDan Chick at (817) 207-9533
|Mon||08:00AM - 04:00PM|
|Tue||08:00AM - 04:00PM|
|Wed||08:00AM - 04:00PM|
|Thu||08:00AM - 04:00PM|
|Fri||08:00AM - 03:00PM|
- Web Conferencing
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