My wife, Dede, and I have lived in Albany since graduating college in 1990. We have three wonderful children who all went through the Greater Albany Public school system. We love our community and have made lifelong friends over the past 30 years. I enjoy fishing, spending time outdoors, traveling, spending time with family and playing with our dog, Mack.
Throughout my life, helping others has always been an integral part of who I am. In 2008, I chose a career with Edward Jones because I believed I could make a difference in the lives of families in my community. I now enjoy working with individuals, families, professionals and business owners to identify and achieve their financial goals. As an Edward Jones financial advisor, I believe it is essential to first know what is important to my clients, as well as their comfort with risk, before making a recommendation of the appropriate investments for their portfolio.
We have the support of thousands of team members from our home office with decades of experience. These team members include our Investment Policy Committee, product review teams and strategists who are all dedicated in developing the research and guidance we rely on. We use an established process with personalized strategies and work closely with your tax and legal professionals to help you achieve your personal goals.
My senior branch office administrator, Laura Holt, has over 14 years of experience and is dedicated to providing you with the highest level of service possible. Please don't hesitate to call on her with questions concerning your statement, dividends, stock certificates or other general questions.
We are here to help you achieve your financial goals. I invite you to experience the Edward Jones difference: face-to-face meetings or virtual zoom meetings available, convenient scheduling and one-on-one relationships. It all begins with conversation, so give us a call or stop by to get started.
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Business Retirement Plans
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
Office Address609 NW Hickory St #110
Albany, OR 97321
Phone NumberBari L Rogers at (541) 926-3219
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:30AM - 01:00PM|
- Web Conferencing
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