I became a financial advisor because of my passion for helping others become financially successful. I am thankful to say, even in my 29-plus years as a financial advisor, I still have the same enthusiasm for helping clients succeed in reaching their financial goals as when I began my career.
I was hired to work with Edward Jones right out of college in 1993. In learning about the financial industry, I realized I wanted to be instrumental in helping others build and attain their financial dreams. I became a financial advisor and chose Fort Worth as the place where I felt I could fill the need to help people and build my practice.
Sheryl Hicks is my Senior Branch Office Administrator. Sheryl has 15 years of experience delivering exceptional client service at Edward Jones. We believe it is important to work together in delivering highly personalized service to each of our clients and build long-lasting relationships. She helps in this effort by supporting my financial advisor processes.
We believe in creating trust and understanding and developing personal relationships. I enjoy working with each client and prospective client to customize a personalized strategy for them.
As I mentioned earlier, I chose Fort Worth not only to build my practice, but to raise our beautiful family. My wife, Karen, and I are from Illinois and are college sweethearts. Andrew, Nicholas and Grace are our three amazing children. We have found Fort Worth has been a wonderful place to raise a family and build a career. I am looking forward to many more fruitful years serving you and the community.
- Portfolio Reviews
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- College Savings
- Insurance & Annuities
My Personal Interests
- Health & Nutrition
Phone NumberGene Lamis at (817) 820-0306
|Mon||07:30AM - 04:30PM|
|Tue||07:30AM - 04:30PM|
|Wed||07:30AM - 04:30PM|
|Thu||07:30AM - 04:30PM|
|Fri||08:00AM - 12:00PM|
Connect on Social
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More