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The advisor listed is an Ameriprise financial advisor in Arlington. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. I help my clients achieve their dreams for today, tomorrow, and well into the future - using our exclusive Confident Retirement approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.I'm here to help you live the life you've earned. When you have the right financial advisor, life can be brilliant.
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Need help with financial planning or financial services.
During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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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...
