I joined Edward Jones in 2008 and became a financial advisor in March 2009 after being a client for many years. As a financial advisor for Edward Jones, I enjoy serving individuals and small businesses with their financial needs including planning for retirement, saving for education, life insurance and long-term needs, and more. In order to provide comprehensive wealth strategies, I welcome the opportunity to work with your CPA, attorney and other professionals to tailor a strategy that is appropriate for you and your family. This strategy includes estate considerations, wealth protection strategies, tax mitigation and charitable giving. I serve Magnolia and the surrounding communities, plus clients who have relocated to other states.I graduated from Southern Arkansas University with a Bachelor of Business Administration degree. I also hold the CERTIFIED FINANCIAL PLANNER® certification, which I qualified for after fulfilling extensive education requirements, passing the rigorous standardized national examination process, demonstrating work experience and completing the ethical requirements. Brandy Jones has been my branch office administrator since 2015. As a valued member of my team, she provides the highest level of service possible to our clients. Brandy obtained her Financial Paraplanner Qualified Professional™, or FPQP®, designation in 2023. Please don’t hesitate to call on her with questions concerning your statement or other account questions. She will also work with you to schedule an appointment in the office, by phone or via web conference.My wife, Tina, and I grew up in Magnolia and enjoyed raising our three daughters in this community. We are fortunate that our grandchildren are being raised nearby as well. We enjoy spending time with family, camping and traveling. We are involved in our local church, and I also serve the community through our local Rotary club.I would like to work with you to understand what's most important to you and then use our established process to build a personalized strategy to help you reach your financial goals. We will work together throughout your life to help keep you on track.Call our office today to schedule time to talk about your specific needs.