By your side to help create a better future for you and those around you. Since 1922, Edward Jones has been helping people and their dreams.
What are your dreams?
-To understand where you are, where you want to go and how to get there?
-Protect your family and future?
-Transition to retirement; know your social security options?
-Have someone to teach your kids to understand money?
-Make investments aligning with your values?
-Know your choices are intentional, sustainable and socially responsible investments?
-Prepare for the unexpected ?
-Feel more secure and in control no matter what life throws at you?
There’s a custom solution for you. I’ll help you build it. I monitor your progress to help you stay on track and adjust when needed. Teaching you concepts and keeping you informed, we’ll navigate together.
I live here in Sisters and I am here to give you one-on-one support at my office in downtown Sisters or via phone or virtually. It’s free to sit down and talk to me, create a plan for you, or review what you have in place.