Partnering with my clients through life events and investment decisions to help them reach their most important personal and financial goals – that is what I enjoy doing every day. After years of service to the country and our community, in 2001 I came to Edward Jones, a company that focuses on individual investors, local business owners, and their families.
From the time I was an Eagle Scout, a US Army Captain and Company Commander, and Division-level executive in the corporate and banking world, I concentrated on giving my best in recommending and serving my clients’ best interest. To enhance that ability, I earned a Master of Business Administration (MBA) degree, CERTIFIED FINANCIAL PLANNER™ certification, and Certified Investment Management Analyst® certification, along the way.
I focus on what is important to my clients and seek to understand the “Why?” in their world. In doing so, we build personalized strategies specifically tailored to my clients and their families to identify and achieve their goals. We partner together throughout their lives to help stay on track.
Outside of the office, my wife, Lori, and I have three children, four grandchildren and five grand-dogs. I have been active in the community for years, and regularly participate in running and triathlon events. I am a two-time Ironman Triathlon Finisher (“140.6”) and have completed numerous marathons including the Fort Worth Cowtown and the Dallas Marathon. I enjoy baseball and football, and Lori and I like to travel.
My Senior Branch Administrator, Janet Barren, and I are ready to serve you. Janet has been with me for 13 years and would be glad to schedule an appointment to discuss your goals and options. Feel free to give us a call or stop by.
- Retirement Income Strategies
- Portfolio Reviews
- New Investors
- Insurance & Annuities
- Estate & Legacy Strategies
- College Savings
Phone NumberKolburn W Conway at (817) 577-6047
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