Before I became a financial advisor with Edward Jones, I was a client. I was able to see the impact of working closely with a financial advisor to help me set goals and keep me informed on how my investments supported my long-term goals.
While much has changed since I entrusted Edward Jones with my first investment almost 20 years ago, some things remain constant. One of those is understanding what is important to our clients and focusing on their unique needs. This typically includes planning for retirement and estate considerations, but we also help our clients plan for education and meet life insurance needs.
Both my wife, Kelly, and I grew up in rural north central Washington. In 2004, I joined Edward Jones as a financial advisor in Omak, WA. In 2011, we relocated to the Pendleton area and live on a few acres northeast of town. As a member of the community, I think it is important to be involved and lend a hand where it is needed. I am trying to pass that spirit onto my two young children. Over the years, I have served on various boards and volunteered with lots of different organizations. I am active in our church and served as president of Pendleton Rotary Club a few years ago.
My two branch office administrators, Allison and Amanda, have partnered with me for several years. They both have deep roots in this community and are passionate about providing a high level of service to our clients.
If you would like to know more about how we may help you and the ones you care most about, please give us a call.
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Intergenerational Planning
My Personal Interests
- Spending Time with Family
- Horseback Riding
Office Address809 SW Court Ave
Pendleton, OR 97801 opens in a new window
Phone NumberBen Buchert at (541) 278-1200
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