Edward Jones Financial Advisor

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Edward Jones Financial Advisor As a CERTIFIED FINANCIAL PLANNER professional, I help people plan for their financial goals.

Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.
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Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth ...
10/25/2026

Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities. Let’s build a financial plan that works for you — reach out to start the conversation.

I can help you explore key considerations that come with executive compensation and complex wealth. Let’s find time to t...
10/23/2026

I can help you explore key considerations that come with executive compensation and complex wealth. Let’s find time to talk through your options.

You've spent years building your operation. The next step is ensuring it continues to support your family, your goals an...
10/22/2026

You've spent years building your operation. The next step is ensuring it continues to support your family, your goals and your legacy.

As a financial advisor with the Agriculture Focused Financial Planning™, AFFP®, designation, I've completed additional training to help farm families address the unique financial challenges and opportunities that come with agricultural ownership, from succession and retirement planning to wealth transfer and long-term asset preservation.

Because protecting your legacy means planning for both the next season and the next generation.

Your legacy is a work of art, shaped by your vision and values you hold dear and measured by the impact you leave on the...
10/20/2026

Your legacy is a work of art, shaped by your vision and values you hold dear and measured by the impact you leave on the people and causes that matter most to you. We’re dedicated to building a vibrant DFW and celebrate the efforts you put into strengthening the community. Let’s work together to help you create a legacy that lasts for generations.

Connect with me today to start the conversation.

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-ori...
10/19/2026

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-oriented and more defensive sectors amid concerns about rates, debt levels and growth expectations.

Mona Mahajan, Head of Investment Strategy, shares her perspective on what's driving the recent market rotation, why the broader fundamental backdrop remains constructive, and what it could mean for investors in the latest Weekly Market Wrap: https://bit.ly/4juGMSH

Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managin...
10/18/2026

Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managing and preserving wealth for the future. Reach out to get started.

From equity awards to diversification, I can help you make the most of your executive compensation strategy. Send me a m...
10/16/2026

From equity awards to diversification, I can help you make the most of your executive compensation strategy. Send me a message to schedule a consultation.

I help DFW business owners simplify their financial lives with strategies built for their needs. Let's talk.
10/13/2026

I help DFW business owners simplify their financial lives with strategies built for their needs. Let's talk.

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previo...
10/12/2026

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previous ones, and does it still have room to run?

Angelo Kourkafas, Senior Global Investment Strategist, shares his perspective on what's helping sustain this bull market and what investors should watch next in the latest Weekly Market Wrap: https://bit.ly/4ijsPVx

Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a str...
10/11/2026

Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a strategy around your legacy goals. Send me a message, and let’s find time to connect.

Address

206B E Main Street
New Iberia, LA
70560

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 9am - 4pm

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