Financial & Financial AdvisorsDowntown District
Hours:
Monday-Thursday 8:30am-4:30pm, Friday 8:30am-3pm
Driving Directions:
Historic Downtown Terrell. Corner of Moore Ave. and Catherine St.
We help clients manage their assets and reach long-term financial goals. Whether someone is planning for retirement, saving for college, starting a business, or looking to preserve wealth, I provide personalized guidance every step of the way.
As a Certified Financial Planner®, I bring extensive knowledge in personal finance, taxes, budgeting, and investing. My areas of specialization include:
Estate planning
Asset allocation
Education funding strategies
Retirement planning
I create customized comprehensive financial plans based on each client’s unique needs and goals, helping them feel confident and informed about their financial future.
Emails: lauren.lattig@edwardjones.com or kristi.everitt@edwardjones.com