I'm newly married to a boat captain who runs a fishing guide service on the ocean. I'm a mother to six boys and Gigi to a grandson. My oldest is 34 and my youngest is 18. My grandson is 7 and full of energy! I was born and raised in Bend, where I have lived my whole life. I worked my way through beauty college at the very young age of 18 and was a licensed hairdresser for many years, but I wanted to do something different.
In 2004, single with all those boys at home, I found myself back at college to become a CPA. Edward Jones found me in 2006 and I fell in love with the firm. I still love numbers and analysis, but love working hands on with clients more than anything. I started as a branch office administrator and, after more than 10 years in that position, I become a financial advisor.
I enjoy helping people establish financial goals, whether saving for or living in retirement, education savings for children or grandchildren, paying off debt or saving for a big purchase. I start with where you are today and then show you whether you can get there doing what you're doing. If not, then I like to show you that it is possible and how you can get there, then partner with you the rest of your life to help keep you on track. I am passionate about seeing people reach their goals – especially being able to retire and have money to enjoy retirement. I'm loyal and dedicated. If I don't know the answer, I will not quit until I find it.
In my free time, I enjoy spending time with family and friends. I am loving my time with my husband fishing in the ocean and hanging at the beach. I love spending time with my grandson and watching him grow up. Having an empty nest allows me more time to explore what I like to do but has also been challenging to find a new normal. The house is too quiet sometimes. I like to cook/bake especially now that I have a husband that loves my cooking. I love quilting, sewing, fishing and being outside. I sold the trailer that I used to have to camp in and I'm trying to decide what I want next. I love riding on the back of our Honda Goldwing motorcycle and can't wait to go on a longer ride.
If I can answer any questions or concerns you have about your goals or the markets, please don't hesitate to connect with me. There is always no charge to talk and no obligation to do business.
Focus areas
- New Investors
- Portfolio Reviews
- Retirement Savings Strategies
- Business Retirement Plans
- Divorce Finances
- Military Professionals & Veterans
Focus Areas
- New Investors
- Portfolio Reviews
- Retirement Savings Strategies
- Business Retirement Plans
- Divorce Finances
- Military Professionals & Veterans
My Personal Interests
- Camping
- Reading
- Sewing
- Traveling
- Fishing
Personal Interests
- Camping
- Reading
- Sewing
- Traveling
- Fishing
Office Information
Phone Number
Arlena C Morrow at (541) 678-5866Branch Team
- Clarissa Wentzel
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
Additional Hours
- Evenings
Connect on Social
Branch Team
- Clarissa Wentzel
- Branch Office Administrator
Branch Team
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