The first 25 years of my career was in senior sales management for a US-based pharmaceutical company. One of the most rewarding parts of that job was counselling my sales representatives about how to maximize their compensation and how to take advantage of their 401(k) accounts. However, in 2015, my company was sold, and a severance package gave me a chance to evaluate new opportunities. I joined Edward Jones in 2016 because of the Edward Jones approach. We believe a local community branch is the best way to provide personalized service to clients and make a difference in their lives. Many people who seek us out want to be financially organized. They want to feel understood, informed and in control. By understanding what's most important to you and utilizing our established processes, we can create personalized strategies to help you achieve your goals. We'll partner with you and your family throughout your life, regularly revisiting your goals and feelings toward risk. There are three things we strive to provide our clients throughout our time working together:
- A clear explanation of the investments recommended.
- Timely updates on market conditions and volatility.
- Transparent explanations of costs. When I'm not in the office, you can find me spending time with my family and friends, walking my dog, hiking in the Cascades or riding my bike on the Burke-Gilman trail. On Saturdays in the fall, I'm typically with Joan at a UW Husky's game. Outside activities I enjoy include Ballard Rotary Club, Queen Anne Farmer's Market, Queen Anne Chamber of Commerce, Greater Seattle Choral Consortium and Seattle SeaChordmen Barbershop Chorus. Wherever you are on your financial journey, it's beneficial to have a guide and an advocate. We'd be honored to be yours. Call us to schedule an appointment today.
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