Envisioning retirement is your job. Helping you get there is ours.

The Clients I Best Serve

My typical client is a goal oriented, long-term investor who is looking for a partner to help them prepare and navigate through major life changes such as retirement, marriage or divorce, providing estate considerations or receiving an inheritance. No two cases are the same, and my team and I enjoy taking on the complexities of each scenario.

How I Partner with My Clients

I take my time to get to know my clients on a deep level before providing any recommendations. From the very start and without exception, it is always about each individual and what they want to achieve. I meet them where they are and on their own terms – all while keeping them focused on what is most important to them.

Every client in my practice has a financial strategy customized to their unique situation, and that strategy is monitored regularly. We have a disciplined investment approach with an emphasis on quality and a clear process to help ensure that each client feels understood, in control and ultimately secure with all aspects of their financial life. This also involves partnering with your tax and legal professional for a comprehensive approach.

A Few More Facts

I am a Nebraska native and began my Edward Jones career in 2013 as a financial advisor, formerly owning my own consulting company.

I have called the Lake Ray Hubbard area home for 30 years. Supporting and serving with local service organizations, charities and church is important to me. I am a founding member of Faith Artists, a group that produces and promotes faith-based art. Art, travel, designing and entertaining are my personal passions.

My Team

Patrick Dowling Sr. is our branch office administrator with years excellent dedicated service to our clients. He teaches at his local church and serves on several leadership committees in our region.
You can reach us at: 972-412-5543.

We look forward to serving you.

Focus areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Retirement Income Strategies

My Personal Interests

  • Painting
  • Traveling
  • Community Outreach
  • Home Décor
  • Real Estate

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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