It is important to our branch team that we provide you the opportunity to receive the best possible experience when investing and planning for you financial future. My branch office administrator, Natalie Holcomb, and I both grew up in Lockhart, and it is a place that is near and dear to our hearts.

At the age of 16, I began working at the Lockhart Edward Jones branch, helping Edward Jones clients as a branch office administrator. I was fortunate enough to find my passion working with people and in time, realized this was a place I wanted to be.

It is my goal to understand what is important to you. I take time to get to know your comfort level with investing and develop strategies to help you reach your goals. My process includes identifying and tracking your goals, working closely with clients' accountants and attorneys along with our Edward Jones advanced solutions area to provide comprehensive advice and guidance.

We work with clients locally and throughout the country including:

- Families with complex financial needs
- Serious, long-term individual investors
- Professionals such as attorneys, accountants and engineers
- Healthcare executives and physicians
- Foundations and non-profit organizations
- Small- to medium-sized business owners

While out door knocking to grow my business, I met Natalie Holcomb, who later became my branch office administrator. Natalie's primary background is customer service. She enjoys working with people and loves to get to know everyone who walks through our doors or calls on the phone.

At our branch you will feel heard, valued and cared for. We welcome the opportunity to help you with your long-term investment needs.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Branch Team

Email Me

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