I began my Edward Jones career in 2005 after selling a technology business that I started in 1995. I had spent my entire career in corporate sales, and decided I wanted to spend the rest of my professional life doing something that would help people on a personal level.
Our purpose is to enrich the lives of our clients by helping them make sure their finances are in order. We do this by serving a select group of 100 or fewer families and providing them with generational guidance focused on their values and aspirations. We strive to provide every family we serve with a comprehensive financial strategy, regularly scheduled agenda driven contact, same day acknowledgement and, when possible, 24-hour resolution of any issues that may arise.
My commitment to my clients has led me to earn the AAMS® and CFP® professional designations.
Our primary areas of focus include wealth strategies, tax-advantaged investing, retirement income planning and risk assessment, as well as estate and legacy considerations.
Originally from Port Arthur, TX, I have lived in Plano since 2001 with Megan, my wife of over 30 years. We have two grown children. I am an active member of the Kiwanis Club and am very involved in helping the children in our community.
Sonja Hathcock has served our clients as the branch office administrator since 2005. We have both served in many volunteer positions with the firm, including training and mentoring new associates.
Sonja and I are passionate about our mission to create an ideal experience for our clients and help them achieve their goals in life.
We would welcome an opportunity to sit down with you and learn about your current situation and to see if we are a good fit to help you achieve the things that are important to you and your family.
- Wealth Strategies
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Intergenerational Planning
- Divorce Finances
- Business Retirement Plans
My Personal Interests
- Fine Dining
- Wine Collecting/Enthusiast
Office Address5301 Village Creek Dr
Plano, TX 75093
Phone NumberJohn R Bourgeois at (972) 758-9602
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