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Financial Planning Consultants & Servs
Hours:
M-F 8am-4:30pm
Driving Directions:
We are located at the intersection of I-30 and University Dr. in the Southstate Bank building. Coming from University, you will turn on to Vickery Blvd. and then into the parking lot on the right.
My motto for each of my clients is for them to feel full ownership and confidence in their financial strategy. I became a financial advisor because I desired to help people in a meaningful and personal way. Everyone has somewhere they want to go in life and goals they hope to achieve. Raised with a servant's heart and a desire to build relationships with people, working as a financial advisor with Edward Jones gives me the chance to carry this out each and every day.
I graduated from Texas Tech University with a degree in personal financial planning and have obtained the CERTIFIED FINANCIAL PLANNER® certification. Within Edward Jones, I serve as a field trainer, where I mentor new financial advisors on how to best serve our clients. My team works closely with my clients to help ensure they are on track with their goals, including saving for retirement, business retirement plans, college planning, and ensuring families are properly insured.
I was born and raised in Fort Worth and am honored to have my office here and to serve this wonderful community. I am active at my church and am an advocate for Catholic Charities and the work they do. In my free time, I enjoy volunteering in the community, outdoor activities such as hiking, and spending time with family and friends. I am also an avid Texas Rangers fan and a proud Red Raider, and I love to follow these teams throughout the year.
To learn more about how you can partner with our team to help reach your financial goals, please call (817) 337-0723 or request an appointment on our website. We look forward to being of service.
