I began my career with Edward Jones in 2007. My career with Edward Jones has definitely been interesting to say the least. There will be unpredictable events in your life and we are here to help you stay on track with all of your long- and short-term goal needs, no matter the obstacle.
As your Edward Jones branch team, we believe it’s important to invest our time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings so you have more options when you retire, regardless of what you decide to do.
Envisioning retirement is your job. Helping you get there is ours. Effectively planning for retirement can involve a variety of accounts and investments, including IRAs, employer-sponsored retirement plans (e.g., 401(k)), annuities, equities, mutual funds and insurance. I can help you develop a strategy for working toward your retirement goals.
To better serve my clients, I obtained the Accredited Asset Management Specialist professional designation. 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.
We strive for highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.
My Personal Interests
- Animal Rescue
- Spending Time with Family
- History and Museums
- Movies & Entertainment
Office Address1407 North Bryant Ave
Edmond, OK 73034 opens in a new window
Phone NumberTami Woodard at (405) 359-5896
|Mon||09:00AM - 05:00AM|
|Tue||09:00AM - 05:00PM|
|Wed||By Appointment Only|
|Thu||By Appointment Only|
|Fri||By Appointment Only|
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