At Edward Jones, my one and only goal is to serve you, my clients. My passion is to educate my clients about the many investment products available and help them determine what is right for them. I believe in a long-term investment approach that enables you to reach your financial goals. Our approach is to find out what is important to you, assess your risk tolerance and investment time frame and then develop tailored solutions that uniquely fit you.
I am passionate about your retirement plan and look forward to helping you reach your goals. I am also passionate about saving for education and educating our youth so they do not have to begin their careers with massive debt. I have three debt free children, two already graduated and one a freshman at UT. This was accomplished not by a giant salary or windfall inheritance, but by planning, saving and instilling in the young adults a work and savings ethic. I now look to give back and pass on my plans and successes to you.
As your financial advisor, I pledge to you to do what’s’ right for you. I am only successful when you are, its that simple. I am excited about building my business one client at a time and using my wealth of real-life and professional experience to serve you.
Lee, my wife of 28 years, and I have lived in the Gunter, TX area for 14 years and previously lived in Duncanville, TX. We are and have been involved in many community and charitable activities throughout the area. We have two sons and one daughter, all of whom graduated from Gunter ISD. Jared is a computer engineer in the Austin area, Anthony is the evening meteorologist at Newswest 9 in Midland, TX, and Sarah is a freshman aerospace engineering student at UT Austin.
Feel free to call for a free consultation. I look forward to getting to know you.