As an Edward Jones financial advisor, I help successful professionals, retirees and business owners manage their wealth to lead meaningful lives. This includes helping my clients take care of themselves as well as the people and causes they care most about. My team follows an established process that begins by taking the time to fully understand my clients' unique story, purpose and aspirations. Working closely with the client and their CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for my clients.Our holistic process addresses six key areas:- Investing that aligns with your risk and goals- Enhancing your wealth through tax mitigation and income strategies- Building wealth- Protecting your wealth- Planning for transferring your wealth, which may or may not be within the family- Giving to maximize your impactI hold a Bachelor of Science degree with an emphasis in finance from the University of Colorado at Colorado Springs (UCCS). Financial advice is a passion of mine, and I strive to help my clients understand how to build, grow and maintain their wealth. I keep up to date on current events and changes that could impact my clients' financial situation.Serving the community is also important to me. Serving helps expand my understanding of our world and each person's unique place in it. I'm here to serve the community and my clients in McKinney, TX. I love to educate and provide value to my clients and the community. With these rich life experiences and my experience in the industry, I am well-suited to help my clients with their complex financial needs. People choose their professions for many reasons. My reason for serving as a financial advisor is that I believe by helping my clients connect their wealth to the people and causes they care most about, we will uplift ourselves, our families and our communities.Let's get started.Lori Vejil