Woodburn OR WELLNESS

Edward Jones Financial Advisor for Woodburn OR

I help people plan for their financial security in Woodburn OR

Welcome to Edward Jones!

As a financial advisor, I work closely with my clients to learn about their goals and dreams, whether planning for retirement, saving for college education or building a nest egg for those left behind. Partnering together, I adjust and adapt to fit their evolving needs to help make those dreams a reality.

I have always felt that building trust with my clients is the key to a strong relationship. After graduating from Western Connecticut State University, I worked as a corporate relocation specialist for 13 years. I guided and supported my clients and their families as they moved from their home to new cities across the US and around the world.

I entered the financial world 10 years ago where I worked as both a personal and business banker. I continued to build strong relationships with my clients as I worked to find the best financial solutions to fit their needs. I soon realized that the best way I could accomplish that was as a financial advisor. I am grateful to join a fantastic team, here at Edward Jones, that gives me the best opportunity truly make positive impacts in people's lives.

I work hard for my clients so I can support my wonderful family. I married my wife, and best friend, Marla, 21 years ago. Our son, Will, and our daughter, Cayley, are the best parts of our lives. No family is complete without its fuzzy members and we love our dog, Rex, and our little guinea pig, Fred! In my free time, I love to cook, hike and play ice hockey. I also coach youth hockey and high school teams.

Download FREE Tips  

 
 

EDWARD JONES FINANCIAL ADVISOR FOR Woodburn OR

CALL Schedule (623) 544-1399 or Email to SCHEDULE A COMPLIMENTARY CONSULTATION



Positive attitudes create a chain reaction of positive thoughts.
Unknown

 




 

more Wellness

Life Coaching for Special Needs Moms in Woodburn OR
Life Coaching for Special Needs Moms in Woodburn OR
Life Coaching for Special Needs Mom in Woodburn OR by Jennifer Wren Tolo, RN, MA, CPT, PRM. Jennifer helps mothers of children with special challenges in Woodburn OR find calm in the chaos of life while reclaiming their health and happiness as whole health educator an...

Woodburn OR Wellness Pharmacist Dr. Jeanne Greisen
Woodburn OR Wellness Pharmacist Dr. Jeanne Greisen
Pharmacist and Wellness Advocate Dr. Jeanne Greisen help individuals revive their wellness through education to gain lasting wellness and is the co-founder of Revival Pharms....

Woodburn OR US Cryotherapy Date Night
Woodburn OR US Cryotherapy Date Night
A Woodburn OR cryotherapy date night can offer a mix of health benefits, emotional bonding, intellectual stimulation, and shared adventure, making it a rich and multifaceted experience for Woodburn OR couples or best friends. It aligns with the principles of self-care...