As a financial advisor, I value personal relationships based on a deep understanding of your unique financial needs. At Edward Jones, every strategy we offer and every solution we recommend is based on what's most important to you.
It is important to me to invest my time to understand what you’re working toward before you invest your money. I am dedicated to serving my community and making a difference in the multiple generations of the families we serve.
I received my MBA and Master of Science in finance from Indiana University and hold bachelor's degrees in both finance and accounting from the University of Texas at Tyler.
I came to Edward Jones from a corporate finance and accounting background. My husband, Frank, and I are East Texas natives and have three children – Cori, Ireland and CJ. We are young empty nesters who live with our two dogs, a miniature poodle named Jack, and a chorkie named Remington. We love travel, music and experiencing new adventures.
Recently, Katy Canchola joined my office as Branch Office Administrator. She has a background in banking and a bachelor's from Stephen F. Austin University in Nacogdoches. She is eager to serve our clients and community with the excellent service they have come to expect. I am proud that when clients call our office, they are getting a member of the team and not a call center or automated service.
Our office uses an established process that begins with understanding what is important to you, then designs personalized strategies and continues to partner with you to help ensure preparation and protection from life's pitfalls. Life happens and goals change, but our partnership with you remains consistent, caring and vigilant to allow us to adjust and maneuver with the purpose of your money in mind.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Business Retirement Plans
- Entrepreneurs & Business Owners
- New Investors
My Personal Interests
- Art & Theater
- History and Museums
- Outdoor Enthusiast
- Wine Collecting/Enthusiast
Office Address2001 W Ferguson Rd Ste 1006
Mt Pleasant, TX 75455
Phone NumberErin Conrad at (903) 717-3740
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 07:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 07:00PM|
|Fri||08:30AM - 03:00PM|
|Sat||By Appointment Only|
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