Fort Lewis WA WELLNESS

Edward Jones Financial Advisor for Fort Lewis WA

I help people plan for their financial security in Fort Lewis WA

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 Fort Lewis WA

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



You are never given a wish without also being given the power to make it true.
Richard Bach

 




 

more Wellness

Fort Lewis WA Corporate Wellness Coach Edie Summers
Fort Lewis WA Corporate Wellness Coach Edie Summers
Are you stressed out? Are you anxious or depressed? Do you have a chronic condition? Do you feel stuck? Are you looking to improve your energy levels? Are you seeking peace of mind? I was too. I developed CFS after a ski accident in my early 20's. Through healthy living and...

Fort Lewis WA Energy Healing by Janet Doerr
Fort Lewis WA Energy Healing by Janet Doerr
Do you have a health issue that has been with you for a long time? After twenty-five-plus years in corporate leadership roles, my soul got my attention with a health issue. I know how frustrating, confusing and downright demoralizing it can be to have a health issue that just doe...

Fort Lewis WA Mindset Coach Cindy Galvin
Fort Lewis WA Mindset Coach Cindy Galvin
Cindy Galvin is 'the itch to do something different concierge mindset coach' for those in their 40s, 50s, 60s, 70s and beyond. She works with individuals at the top of their game professionally, helping them shift their mindset to find clarity on what they want to do for the res...