Before joining an Edward Jones, I spent more than 10 years in the insurance industry. I learned that each client has a story and dreams to nourish and protect. When the opportunity to establish an Edward Jones practice in my home town came along, I jumped at it. The culture and philosophy of Edward Jones fits my personal dedication to helping achieve our clients' goals.
Knowing what's most important to you is crucial to creating a lasting relationship founded upon trust, communication and knowledge. My ideal clients are those who want to thoughtfully work toward long-term goals such as preparing for or living in retirement, paying for education or leaving a legacy.
When we work together, we partner together to help achieve your goals. I will ask you questions about your comfort with risk and your visions before recommending an investment strategy. Before acting on a strategy, you will know what to expect and how much it will cost. Once created, a strategy becomes a living, breathing thing. We will review it regularly to help ensure it grows and changes as you do.
My branch administrator, Carol Bittner, is a native of Weimar who recently returned to her roots because it is the best to live. Together, we team up to provide small-town personalized service leveraging the sophisticated tools and resources of Edward Jones.
Both my wife, Stacy, and I are lifelong Weimar residents and have raised our son, Houston, here. We truly love being an integral part of our community. I am a past president of our Lion's club, as well as participating in both City and School committees. If you are looking for me after working hours, the first place to go is the golf course. If not there, I am likely enjoying the outdoors with my family or firing up the grill.
If you don't have a financial strategy or just would like a second opinion, we would be delighted to hear from you.
- Retirement Savings Strategies
- Retirement Income Strategies
- New Investors
- Portfolio Reviews
- Business Retirement Plans
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
Office Address116 E Post Office St
Weimar, TX 78962 opens in a new window
Phone NumberJimmy Heger at (979) 725-2212
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 03:00PM|
- Web Conferencing
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