1908 S Bagdad Rd Suite A, Leander, Texas, 78641, United States
Established January 2021
My position as a financial advisor with Edward Jones
since 2019 allows me the privilege of witnessing clients and their families go
to college, save for travels, enjoy their hobbies and eventually retire with
dignity. Experiencing those successes inspires me to serve my clients and
advance what truly matters most to them.
I listen, care and wholeheartedly dedicate myself to helping my clients achieve
their unique definition of financial success. My clients often come to me
during times of transition such as changing jobs, retirement or receiving an
inheritance. I also collaborate with other professionals such as CPAs and
estate planning attorneys. Licensed in several states, I am able to serve
clients and their loved ones nationwide.
Originally from Snyder, TX, I enlisted in the U.S. Navy in 1995 and served 14
years as Mineman and 10 years as a Surface Ordnance Limited Duty Officer on
various ships from Minesweepers, a Destroyer and an Aircraft Carrier, as well
as a prestigious position of Weapons Officer supporting SEAL Teams in the
Middle East. After a successful 24-year career serving my country, I now have
the pleasure of serving the families and small business owners in my local
community of Leander, TX.
My wife, Valerie, is a health care administrator with Baylor Scott & White
hospital. We have two adult sons, Christian and Noah. I have been serving my
community as a member of the Leander Chamber of Commerce, American Legion Post
911 in Cedar Park and a board member for the Leander Youth Football and Cheer
Association for ages 5-12.
Also assisting clients in our office is Donna Bennett, a senior branch
administrator with 20 years of experience at Edward Jones. Donna is
instrumental in providing our clients with the highest level of service
possible and is committed to helping ensure that you are highly satisfied.
Keywords: veteran owned business, cole drum edward jones, veteran financial advisor, cole drum leander financial advisor , investing, financial advisor, financial planning, life insurance, investments, wealth management.
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