- Financial / Investment Services
As your Edward Jones branch team, we believe it’s important to invest our time in understanding what you’re working toward before you invest your money. Every strategy we offer and every solution we recommend is based on what’s most important to you. Working confidentially with you and your CPA, attorney or other professionals, I will help determine the most appropriate financial strategy for you and your family. I can help with your retirement savings so you have more options when you retire, regardless of what you decide to do. I also work with small business owners in evaluating their business retirement plans and their transition strategies.
Giving back to the community and supporting our military families are important to me. I served in the U.S. Army Reserves from 1995 - 2003 and now serve on several community boards. I was honored by my community in 2018 as part of the Top 40 Under 40 in Corpus Christi.
Corner of Main & Elm street in Portland tx