Process oriented Financial Advisor that puts clients’ needs and goals at the center of the conversation. Celebrates with clients through life transitions such as a debt free graduation from college and the transition into their retirement. Embraces a comprehensive approach to estate considerations by coordination with other professionals who include CPAs, Estate Planning Attorneys and Life Insurance Specialists to execute needed actions. Provides consistent and fluid communication with clients to address market changes, goal planning, risk tolerance, and cost through proactive communication during the year. Life-long learner that educates clients at every opportunity through seminars, personal conversations and visuals to help control the rollercoaster of emotions. Servant leader in Houston helping neighbors transition into new positions with the goal of helping to create financial stability for families in the community.
At Edward Jones, we understand why you’re investing. You have specific financial goals and the desire to provide for yourself and your loved ones. Because we serve individual investors and business owners, our resources are dedicated to helping you reach your long-term financial goals. That’s why I live and work in your community.