Broker Check

Team

Edie Todd, CPA

Wealth Advisor

(214) 577-0345

(972) 492-7862

Edie@myownmoneytx.com

Edie Todd is the co-owner of My Own Money and has her office in Plano, Texas. Edie is a Certified Public Accountant in Texas and holds degrees from Baylor University in Bachelor of Business Administration in Accounting and Master of...

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Jonathan Shofner

Client Operations Specialist

(214) 886-3466

Jonathan@myownmoneytx.com

Jonathan Shofner is the Client Operations Specialist for My Own Money, Jonathan holds a B. S. degree from The University of North Texas, and he is currently studying for the licenses that he will need to best help our clients....

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Roy Todd

Wealth Advisor

(214) 577-7625

(972) 492-7862

Roy@myownmoneytx.com

Roy Todd is the co-owner of My Own Money, having his office in Carrollton, Texas. Roy holds two degrees from Baylor University, a Bachelor of Business Administration (BBA) and a Master of Science, Economics (MSEco). In business Roy is...

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