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Thomas H

Series 66

Ft Worth, TX

Edward Jones

Thomas Hermann is a financial advisor with Edward Jones in Ft Worth, TX, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Fidelity Investments, First Command Financial, Kestra Investment Services, and self-employment. He has been involved with several entrepreneurial ventures, including Attractively Different, LLC and Valiant Trader, LLC. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated investment products. The firm operates under a fiduciary standard and maintains a large network of advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Audrey H

Series 66

Fort Worth, TX

Edward Jones

Audrey Hogan is a financial advisor at Edward Jones in Fort Worth, TX, holding a Series 66 designation with five years of industry experience. Before joining Edward Jones, she worked in various roles within the physical therapy and health services fields. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Rachel V

Series 66

Fort Worth, TX

Edward Jones

Rachel Vecera is a financial advisor at Edward Jones in Fort Worth, TX, with three years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2021. Outside of her advisory role, she is an independent health coach with Optavia. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 advisors.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management General retirement planning Retirement income strategy Founder/Business Owner
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