In 2017, I began my career with Edward Jones. I was born and raised in Bastrop County, and am very excited to be serving in the community that has helped shape the person that I am today.
I am blessed to have a beautiful wife, Leah, as well as two young sons, Caden and Duke. We live south of Bastrop in Rosanky and love spending time outside with our dog Roscoe, a German Shorthaired Pointer.
My wife and I are raising our boys to be the best version of themselves and to treat others like you would want to be treated. These values carry over into my business and we take care of our clients just as we would family.
After working for the Edward Jones home office as a senior investment specialist, I transitioned to the financial advisor role so that we can bring personalized service to the community of Smithville.
Once I graduated from Concordia University, I studied and earned my Series 7 and 66 registrations. I have also successfully completed the Accredited Asset Management Specialist (AAMS®)* Professional Education Program. Those who complete the program, pass a final exam, and sign a code of ethics and disclosure form earn the AAMS® designation. This advanced training offers investment professionals the hands-on information needed to provide comprehensive financial services. Study topics include understanding the asset management process to understanding asset allocation and strategies.
My Branch Office Administrator, Heather, and I enjoy getting to know our clients on a personal level. This allows us to understand what is important to you and then partner with you to help reach your financial goals. We look forward to being part of your financial team and hope to see you soon!
*The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
- College Savings
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Insurance & Annuities
- New Investors
- Retirement Income Strategies
My Personal Interests
- Active Lifestyle
- History and Museums
- Spending Time with Family
Office Address301 Royston
Smithville, TX 78957 opens in a new window
Phone NumberMicah J Oliver at (512) 237-3376
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