As your Edward Jones team, we believe it's most important for us to understand what's most important to you. Everyone's goals and comfort with risk are unique, and we believe it's important for us to invest the time to get to know you and what's important to you and your family.
My primary goal as a financial advisor is to help serious, long-term investors by tailoring strategies to help you reach the goals that are important to you. I want to help by partnering with you, whether it be to help plan your retirement, save for your children's or grandchildren's education, develop protection solutions, or incorporate charitable giving or reducing taxes. I also partner with your professional team, such as a CPA or attorney, to ensure we have a financial strategy that aligns with your tax and estate strategy.
Prior to joining the Edward Jones team, I served five years in the U.S. Air Force. After my military career, I worked in the construction industry for five years before returning to school at Texas State University to earn my bachelor's degree in finance. My career in finance has included roles as an auditor, asset liability management analyst, research analyst and portfolio manager. The ability to be entrepreneurial while pursuing my passions of finance and helping others is what makes being a financial advisor as part of the Edward Jones family special to me. My branch office administrator, Lori Perazzo, and I strive to provide you and your family with an ideal client experience when you join the Edward Jones family as a valued client.
I met my wife, Sharla, while we were visiting some mutual friends from school in 2010. We have two children, Daniel, a member of the U.S. Army, and Brooke, a senior in high school. Our family also includes a Boston Terrier, Ringo, and a Dachshund, Stretch.
We would welcome the opportunity to visit with you about what's most important to you and your family!
- Wealth Strategies
- Military Professionals & Veterans
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- Business Retirement Plans
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Auto Racing
- Sports Enthusiast
Phone NumberMike Allen at (817) 617-2065
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