Allowing someone into the world of your finances can be personal, and it is important to choose someone with a wealth of practical knowledge, experience and passion to be your advisor.
I have built a practice by taking fear out of investing, and helping clients feel empowered through understanding investing in non-technical terms. I use explanatory analogies to help deepen knowledge about what we do. I find that once fear and misunderstanding are erased, we can make strong choices to help achieve your financial goals. I strive to make my clients feel heard and to treat every person with respect and heartfelt interest in their dreams. Raised by a teacher and a farmer, I saw the passion put into each student and each year’s crop. That circle of influence has shaped how I help clients, and I hope to apply this dedication to every client I encounter.
I work to create a customized strategy for each client through listening and understanding what is important to you. I then use an established process to build personalized strategies to help you reach your goals. We will partner together throughout your life to help keep you on track. Whether the goal is planning for or living in retirement, college savings, insurance or estate considerations, I am here to help.
Before coming to Edward Jones, I earned my BA in science from Lubbock Christian University and my MBA from West Texas A&M University. Armed with my passion for people and the knowledge learned in both fields, I chose to join Edward Jones where I felt that the tools and resources available aligned with my desire to help those around me.
When you work with our office, you can be certain you have a team dedicated to working for you. My branch office administrator Kim Coe, is responsible for all your administrative needs.
We hope to become an important part of your lives and enjoy getting to know you and your family on a personal level. We will be your advocates and a resource for you in all stages of life.
My Personal Interests
- Spending Time with Family
- History and Museums
- Outdoor Enthusiast
Phone NumberKassidy J Pagett at (806) 655-7841
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