With the current economic environment & more than 17 years of industry experience, many investors have found our team’s confidential no obligation risk audit, second opinion, & recovery strategy review extremely useful.
WHY WORK WITH US:
I started at Edward Jones 2003 after graduating from Texas A&M University & in 2008 I became a limited partner with the firm.
Since then, I have hired an outstanding, motivated, detail oriented, customer minded branch team, Megan McCoy & Melanie Goodwin.
Our mission in life, is to help affluent investors continue, maintain, & improve their hard earned standard of living for the rest of their life & pass that legacy on to their family.
WHAT WE DO:
We focus on professional financial strategies for affluent business owners, executives, entrepreneurs, families, & individuals.
We work as a financial quarterback, partnering & working in tandem with other professionals including CPAs, estate planning attorneys, & life insurance specialists. Our team can help determine the most appropriate financial strategy for you, your family, & your business.
We use an established process to gain a detailed understanding of your values & goals.
Together we can put a plan in place including but not limited to…
--Retirement Savings Strategies
--Selling Your Business
--Receiving an Inheritance
--Saving for the Dream Vacation Home
--College Savings Plans for Kids or Grandkids
--Long Term Care for Later in Life
--Life Insurance to Plan for the Unexpected
--Leaving a Legacy
WORK WITH US TO:
--Develop, implement, & monitor a comprehensive wealth strategy.
--Make smarter decisions in today's uncertain political, economic, & social environment.
--Obtain a confidential no obligation second opinion, risk audit, & recovery strategy from a seasoned financial advisor.
CALL TO ACTION:
Let’s connect & schedule a confidential no obligation deep dive into your finances today.
I am a widely recognized leader in the local Brenham community, having served 6 years on the Washington County Chamber of Commerce Board of Directors, including a year as chairman of the board. I have also served for 14 years in the Blue Blazers Club, including 4 of those years as president. I am currently a member & past President of the Washington County Rotary Club, volunteer at Camp for All, & currently sit on their Camp Friends Board.