As an Edward Jones financial advisor, I value personal relationships. We want to understand your unique financial needs. Before we begin working toward achieving your financial goals, we must first define what's important to you and your family. We will use an established process to build strategies to help you and your family achieve those goals. Then we will partner together throughout your life to help you stay on track.
I began my Edward Jones career in 2001 after retiring from the U.S. Navy as a Command Master Chief Petty Officer where I earned a bachelor's and a master's degree. In addition, I received the professional designation, CFP® and AAMS® while with Edward Jones.
To gain the CFP® certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
I grew up in the Austin area and my wife, Linda, is from Saint Louis, Missouri. We have one adult son, Sean Frank Dosier. Linda and I live in the city of Jarrell.
My senior branch office administrator, Sunny Gebhart has been with me in our branch for more than 14 years and has a combined 25 years of experience in the financial services industry.
Also, a Texan, Sunny grew up in the small town of Thorndale. She and her husband, Jason, have one 5-year old daughter, Abigail Grace Gebhart. Sunny and her family live in Round Rock. Sunny is committed to providing the highest level of service possible. Please do not hesitate to call on her with questions.
Both Sunny and I became limited partners with Edward Jones in 2011. As partners with the firm, we consider it a sacred trust and a responsibility to exemplify the best of Edward Jones by always doing what's right for our clients.
Relationships are key in our view, and while we appreciate our clients' business, we value their friendship.
- Portfolio Reviews
- Retirement Income Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Retirement Savings Strategies
- Military Professionals & Veterans
My Personal Interests
- Spending Time with Family
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