It was my grandfather who taught me the basics of investing. Always the enterprising child, I was 13 years old when I purchased my first mutual fund with six months' worth of lawn mowing money. That dedicated focus took me through my college study of finance and management, my "cream of wheat summer" of an unpaid financial internship and, finally, paid work with a financial services firm. My desire to help people and to pursue a lifelong career in the investment world was solidified through those experiences, and I've never looked back.

I joined Edward Jones in 2010 with the simple goal of serving others and treating my clients like family. I strive to know each client on a personal level, to understand what is important to them and to diligently work alongside them to help realize their vision for family and finances. I especially appreciate the challenge that comes from working with business owners, those with unique estate considerations and families with special needs children.

Jessica Bollinger, our senior branch office administrator, has been with Edward Jones since 2006. She and I partner together to anticipate client needs and make their financial lives as simple and fuss-free as possible.

The value we bring to our clients is simple – we care. Working with our branch, clients can expect a highly customized experience, which includes proactive contact, a regular review of progress toward goals, and education from other industry professionals on an array of financial topics.

We look forward to the opportunity to get to know you and your family.

*** Named to the 2022 Forbes Top Next-Gen Wealth Advisor Best-in-State in Texas
#33 in Texas
(Source: 2022 Forbes Next-Gen Wealth Advisor Best-in-State for Texas awarded August 2022, research by Shook Research, LLC., data as of March 2022. Compensation provided for using, not obtaining, the rating.)

Focus areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Special Needs Financial Considerations
  • Employee Stock Options

My Personal Interests

  • Traveling
  • History and Museums
  • Art & Theater
  • Golfing

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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