Edie is a Certified Public Accountant in Texas and holds degrees from Baylor University in Bachelor of Business Administration in Accounting and Master of Taxation. She has several years of public accounting experience with Grant Thornton, LLP in the tax department specializing in private wealth services.
In addition to providing her clients with financial services, Edie also offers individual tax services*. Edie’s goal is simple: “to invest and monitor the assets entrusted to me by my clients in the same manner and with the same care and consideration that I would for My Own Money.”
When she is not helping her clients, Edie likes to spend time with family and friends, travel, and cheer on the Baylor Bears.
While the financial and tax services Edie provide are significant to her clients' daily lives, she sincerely hopes that everyone would know that, “For God so loved the world that he gave his one and only Son, that whoever believes in him shall not perish but have eternal life. For God did not send his Son into the world to condemn the world, but to save the world through him” (John 3:16-17).
*Tax preparation services offered through M.E. Todd, CPA. LPL Financial does not offer tax advice or tax preparation services.