As a financial advisor, I believe it's important to understand what's important to you and your family before developing strategies and making investment decisions. We use a holistic, risk-efficient process to help you achieve your short- and long-term goals. As your branch team, we feel it is not only important to accumulate wealth, but to also preserve and distribute it in a tax efficient way. W
e will address your needs, concerns, investments, performance and expectations as we partner together throughout the seasons of life. We determine how your investments and strategy align with your financial goals. Originally from Hobbs, NM, I have lived in Lubbock since 2011. We have two beautiful daughters: Lincoln, born in 2019 and Dawson, born in 2020. I graduated from Texas Tech University in 2014 with a bachelor's degree in marketing and management, so Wreck'em Tech! I enjoy golf, hunting, fishing and sports, but particularly baseball. I hold my series 6, 7, 66, state insurance license, along with a CRPC® designation (Chartered Retirement Planning Counselor) and the CEPA® designation (Certified Exit Planning Advisor). If we can assist in any way, we'd be more than happy to see how we can serve you. Our focus is on helping you and your family achieve your financial goals. My branch office administrator, Susan Spradling, has been with Edward Jones since 2010 and is dedicated to providing you with the highest level of service possible. Please do not hesitate to contact her with any questions or concerns. Member SIPC.
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