I want to understand what is important to you, and will use an established process to build strategies for your goals, and partner with you to help you stay on track. Working closely with you and your CPA, attorney and other professionals, we can help determine the most appropriate financial strategy for you and your family. Investment portfolios should be tailored to your needs and not based on generic guidelines for someone your age or stage of life.
As a result of moving around the country growing up, I learned to stick to my values, while adapting to ever changing environments. These values include:
- taking the time to do it right the first time
- treating everyone with respect
- understanding the value of a hard day's work
- staying true to yourself
The lessons that I learned from adapting served me well as I've shared these same lessons with my clients. I have been in the financial services industry for over 20 years. I help my clients invest according to their values and goals and coordinate their goals with tradeoff between the risk of investing and the risk of outliving their money.
In 2004, I began my career with Edward Jones and have earned both the AAMS® Certification and the CFP® Certification. I have a BBA from Baylor University and an MBA from Sam Houston State University. My husband, Brent, and I have two grown children: our former marine son and our veterinarian daughter. We also have three grandchildren that we adore and love to spoil.
My passion is to truly know and understand my clients, their goals and their desires, so that I can best serve and partner with them on their financial journey. I believe people deserve to live with dignity, and to find, and even create, new purposes once in retirement.
My team focuses on providing personalized service as we help you organize, build, protect and transfer your wealth. Let's talk about how we can serve you.
- Wealth Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Divorce Finances
- College Savings
- Insurance & Annuities
Phone NumberMarla Sherrod at (936) 273-4355
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 04:00PM|
|Sat||By Appointment Only|
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