Edward Jones - Shawna and Jake Lazorko

About Us

Both of us, having grown up in Rockwall, and now raising our family here, are proud to have the opportunity to help those in our hometown reach their financial goals.

We help implement strategies for Professionals & Business Owners to maximize their financial opportunities, providing more time to spend on their businesses & families.

Our clients value our ability to explain complicated subjects, making personal finance and investing more approachable. Using an established process, we begin with a conversation to understand what is most important to them and the steps they have already taken towards their goals. Then we work alongside our clients to devise and implement personalized strategies. In coordination with attorneys and tax professionals, we provide a holistic service that addresses a range of financial needs.