Edward Jones - Peter Z. Hofstra

10/08/2026

A strong financial plan looks a lot like a strong game plan: prepared for what’s coming, adjusted as things change and always focused on what matters most. As the Official Wealth Management Partner of Duke® Basketball, Edward Jones’ team of financial advisors is ready to help you build a game plan designed around your goals.

Duke® Basketball is not a current Edward Jones client. They have been compensated for this endorsement. See details at edwardJones.com/sports?utm_term=995675&utm_source=facebook&utm_medium=social_media&utm_content=3335805&c3nid=995675_facebook_3335805&c3ch=BranchSocialMedia&EID=MDAwMDAwMTg1MTc0NA%3D%3D.

10/08/2026

The legacy you leave is the sum of countless decisions carefully made over your lifetime, much like a painting that emerges one brushstroke at a time. At Edward Jones, we can help you direct your wealth to the people, causes and community that mean the most to you, strengthening Dallas-Fort Worth today and tomorrow. What legacy do you hope to leave?

Reach out to start a future-focused conversation.

10/07/2026

Your business represents years of hard work and dedication. I can help you think through succession, transition planning and strategies to help support your long-term goals. Send me a message to schedule a meeting.

10/07/2026

Client conversations. Industry knowledge. Licenses earned. Those skills don’t disappear when you consider what’s next—they carry forward. The right environment should recognize what you’ve already built. If you’re curious how your experience might translate, let’s start a conversation.

10/07/2026

Design how you serve—your planning approach, your pace, your tools. Partnership when you want it, freedom when you need it. Interested? Message me.

10/06/2026

The first $100,000 is often the hardest milestone to reach — and the most rewarding.

Early on, progress can feel slow, especially when you're balancing family, work and other financial priorities. But once your portfolio grows, investment returns can begin doing more of the heavy lifting.

If you're working toward your first $100,000, stay focused on the habits that matter most: investing consistently, staying diversified and remaining committed through market ups and downs. Those habits can make all the difference over time.

Your first $100,000: why it matters most

10/05/2026

Do you know about income-related monthly adjustment amount (IRMAA) thresholds? The surcharges on your Medicare premiums could come as a surprise and be significant. Connect with me to discuss strategies to avoid exceeding the next income threshold, which could trigger an extra charge.

4 times IRMAA could have you overpaying for Medicare

10/05/2026

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consumer spending and growing corporate profits point to an economy that remains on solid footing.

Investment Analyst Brock Weimer shares insights from market history, exploring how stocks have performed following sharp increases in bond yields and what those trends may signal for investors in the latest Weekly Market Wrap: https://bit.ly/3Vu4t3x

10/04/2026

Building wealth takes thoughtful planning. I help families in our community develop strategies to manage wealth today while preparing future generations for tomorrow. Reach out to learn more.

10/03/2026

Edward Jones is now the Official Private Wealth Management Partner of McLaren Racing. Together, we believe that performance is the result of preparation, strategy and working with a team you trust. Ready to start working on your road map for the future? Call my office today.

McLaren Racing Limited is not a current client of Edward Jones. McLaren was compensated for this endorsement. For more information, visit edwardjones.com/racing?utm_term=995675&utm_source=facebook&utm_medium=social_media&utm_content=3339673&c3nid=995675_facebook_3339673&c3ch=BranchSocialMedia&EID=MDAwMDAwMTg1MTc0NA%3D%3D.