Financial and Investment Services in Arlington, TX
Financial and Investment Services
As your advisor, I believe it is important to invest time to understand what you are 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.
Originally from Oklahoma, my family moved to the Dallas/Fort Worth area in the summer of 1999. Since I was old enough to feed the cows, I have been working. At the age of 16, I was hired to sweep floors at the local discount store. I joined the Army at age 19 to be a T.O.W. missile gunner. My college years continued a trend of earning by being a breakfast cook for one of the local sororities. After school, I went on to become an executive for a national communications firm and a client of Edward Jones. I tell you this not to brag but rather to display my understanding what it takes to be in a position to save, you first have to earn.
As a part of the community, I have served as leader in the local scouting organization, a director on my H.O.A. board and a member of the Chamber of Commerce's corporate leadership council, and I am currently serving on the board for Leadership Arlington. In addition to my service to our clients and community, I have served as the regional field trainer leader to help support new Edward Jones financial advisors.
I also want to introduce you to our senior branch office administrator, Tracy Plackemeier. She has over 20 years of experience with Edward Jones. She and her husband relocated from the St. Louis area to Arlington in 2001. In addition to her service to our clients, Tracy has served in various regional roles supporting other Edward Jones branch office administrators in the area.
Our local branch has been blessed to serve the Arlington community since 1994.
Some say, "money doesn't grow on trees", we have to earn it. It's my responsibility to help you save some of those earnings so that you can live, and to help you live because you saved.
817-460-5311
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Worldwide > United States > Arlington > Financial and Investment Services