Edward Jones

Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.

I've worked in the financial services industry for almost 30 years, primarily with high-net-worth clients, focusing on retirement planning, tax planning, legacy planning and asset management. On a personal note, I really enjoy outdoor activities, especially hiking. I've recently started bowling and photography, as a natural complement to hiking. EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients.

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in The Woodlands is here for you, serving Montgomery County and the surrounding areas, including The Woodlands, Conroe, Spring, Kingwood and North Houston. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.