Work History
Edward Jones
Edward JonesJune 2018 to Current
About Suzanne
My primary goal is to help individual investors and business owners develop a personalized strategy geared toward their unique, long-term goals. Whether you need to plan for retirement, reduce taxes or administer a 401(k) plan, I can help.
Raised in Cypress, Texas, I attended Cypress Falls High School. After completing a bachelor's degree in petroleum engineering at Texas Tech University, I worked for ConocoPhillips for 10 years. I was fortunate to live in multiple places during my oil and gas career, including Houston, Midland, TX, and Anchorage, AK.
Upon completion of a Master of Business Administration at Texas Tech, I joined Edward...
Raised in Cypress, Texas, I attended Cypress Falls High School. After completing a bachelor's degree in petroleum engineering at Texas Tech University, I worked for ConocoPhillips for 10 years. I was fortunate to live in multiple places during my oil and gas career, including Houston, Midland, TX, and Anchorage, AK.
Upon completion of a Master of Business Administration at Texas Tech, I joined Edward...
Focus Areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Insurance & Annuities
- Wealth Strategies
- Special Needs Financial Considerations
- Portfolio Reviews
Work History
Edward Jones
Edward JonesJune 2018 to Current
Education
Texas Tech University
Texas Tech UniversityMBA (Masters of Bus Admin)Texas Tech University
Texas Tech UniversityBachelor of Science
Education
Texas Tech University
Texas Tech UniversityMBA (Masters of Bus Admin)Texas Tech University
Texas Tech UniversityBachelor of Science
Personal Interests
- Traveling
- Hunting
- Hiking
- Walking
- Reading
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | By Appointment Only |
| Sun | By Appointment Only |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | By Appointment Only |
| Sun | By Appointment Only |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Location
CypressFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
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