Over the course of my career, I've learned a lot about listening to people to find out the most important thing on their minds. Usually, everyone has a unique concern or perspective, and these unique viewpoints call for equally unique conversations and solutions. I joined Edward Jones because I could tell this was a place where I could put these lessons to work helping others create financial strategies.
In my work today, I find myself still listening to people to find out the most important thing on their minds, the unique solutions they might need and the personal stories that motivate them for the future. Overall, I want to fully understand where my clients are and where they want to be. If you're interested in how this might help you, give me a call, and let's have a conversation.
When I'm not working, I'll probably be out and about with my wife and daughter, working on some sort of woodworking project or hanging out with friends around town. I'm fortunate to have the opportunity to serve as a board member for FitSteps Cancer Foundation for Life and Pineywoods Baptist Camp. I was also a founding board member for Rose City SHRM, the local chapter of The Society for Human Resources Management.
Thanks for spending some time to find out about me. If you're interested in reviewing your strategy for the future or need help making a new strategy, I'm here to help.
- Estate & Legacy Strategies
- Portfolio Reviews
- Wealth Strategies
- Business Retirement Plans
- Retirement Income Strategies
My Personal Interests
- Mountain Biking
Office Address214 W Main St
Bullard, TX 75757 opens in a new window
Mailing AddressP O Box 979
Bullard, TX 75757
Phone NumberShaune D Martinez at (903) 894-6520
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