I was in your shoes once - searching online and asking friends for a referral to a trustworthy financial advisor. I was looking for someone that would put my interests before their own and simplify the complex investment world for me. Unfortunately, it felt like trying to find a needle in a haystack.
After much thought with my wife, I decided to take what I was looking for in a financial professional and leave my IT project management career to pursue being a financial advisor. I then searched for a firm that believed in serving the client first and also supported their employees to be with their families. This led me to begin my career as a financial advisor with Edward Jones in 2018.
If you feel how I did, and are wanting to work with a team that is competent and genuinely cares for you on a personal level, then look no further. I am confident to say Kathy, Dolores and I are your "needle" in the haystack. We thrive in taking complex problems and breaking them up into manageable next steps.
We are well versed in managing vested stock units, 401k rollovers and tax strategies. We focus on helping clients prepare for and live in retirement, optimize short-term savings strategies, save for education and plan for the unexpected.
Whatever is important to you, is important to us, because you matter. We will be there to celebrate the big and small milestones in your life.
On a personal note, Katie and I moved to Seattle from Kansas City in 2017 and later bought our first home in Ballard. We have a bichon poodle named Murphy who completes our family. When I am not at home or involved with our local church, I take an active interest in the Seattle Alzheimer's Association chapter, as my mother is impacted by this disease.
Should you feel we are a good fit, please contact my office today to schedule a complimentary discovery appointment so we can begin making progress on your financial goals. I am excited for the opportunity to serve you.
- Charitable Giving
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Insurance & Annuities
- Retirement Savings Strategies
- Socially Conscious Investing
My Personal Interests
- Spending Time with Family
Office Address1900 W Emerson Pl Ste 106
Seattle, WA 98119 opens in a new window
Phone NumberBen Purnell at (206) 283-2148
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