As your Edward Jones branch team, we believe it’s important to invest our time in understanding what goals you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I also work with business owners in evaluating their business retirement plans and their succession strategies.
I am a native Arkansan (Go Razorbacks!) and moved to southeast Texas in 2013. I made it a goal to integrate myself into the southeast Texas community, and this area became home by doing so. I am actively involved with organizations such as Junior League of Beaumont, Beaumont Heritage Society, Symphony League of Beaumont, American Cancer Society, Better Business Bureau and many more. I believe it is extremely important to be invested in my community and give back to it in any way I can.
My goal is to help provide answers to your questions so you can make informed and financially sound decisions that best suit your particular circumstances. Contact me to discuss your situation and options.