Serving as a financial advisor for over 18 years, I seek to first understand what is important to my clients before providing a solution. It is imperative that we know what is important to you so that we can use our established process to build personalized strategies to help you achieve your goals. This is not a one-time event; we will partner with you and your family throughout the entirety of your life to help keep you on track.
I began my career with Edward Jones in 2004 in Waco, became a limited partner in 2009 and was named a general partner in 2020. I achieved my AAMS™ designation in 2006 and my CFP® certification in 2010 and the CEPA® in September of 2022.
Originally from Atlanta, I met my wife, Lauren, while attending Harding University in Searcy, AR. While at Harding, I earned a Bachelor of Business Administration degree. I also had the privilege of being a four-year letterman on the football team. Lauren and I have four boys ranging from 8 to 16 years old. Yes, we are busy!
Outside of the office, our family stays very active. I attend Crestview Church of Christ where I serve as a deacon and participate in "A Night to Shine," which is a prom for special needs people in our community. I also keep very busy with coaching my kids' sports, watching their events and spending time together. I've also had the pleasure to have served on various boards in the Waco Community during my 16-plus year career.
My branch team includes two wonderful team members. Our senior branch office administrator, Terri Arthur, has 17 years of experience with Edward Jones. Denise Mason, a branch office administrator, joined our office in March of this year. Previously, Denise worked in the social services area in foster and adoption. Terri and Denise are both lifetime residents of Central Texas.
We understand that relationships are key. At Edward Jones, we are focused on you and are supported by our Edward Jones team. We would love to help you achieve what is most important to you!
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Intergenerational Planning
- Retirement Savings Strategies
My Personal Interests
- Spending Time with Family
- Community Outreach
- Health & Nutrition
- Coaching Sports
Phone NumberJosh Satterfield at (254) 420-2145
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