Before I became an Edward Jones financial advisor, I worked as a senior branch office administrator for 15 years and now have worked as a financial advisor for 16 years. My experience serving clients during those decades is one of the main reasons my Chehalis branch office continues to be successful – and it’s why I make tremendous effort to give clients as much of my personal attention as I can.

To do that, I only see four clients a day and make a point to create the most courteous and welcoming atmosphere possible. I also lean on my master’s degree in counseling to make sure I’m really hearing what people are saying and can understand what they want and need most from me.

Although each Edward Jones branch office is a little different, I’ve furnished mine with a cozy fireplace and a lift chair for the many elderly clients I see (although my younger clientele is growing through word of mouth). I’m also extremely selective about who greets my clients at the front door. Laura is my senior branch office administrator and the other half of my team. It is her welcoming smile and ability to help that my client's see entering our office. It’s important that clients are never viewed in terms of money or profit and always treated as family. When they come to visit us, I feel like they’re a guest in my home and want them to feel welcome.

All told, I’ve been with Edward Jones for 31 years – the most recent 16 as a financial advisor. When I first came to the firm, the stock market was new to me, but over time, I became much more knowledgeable of the inner workings of markets around the world. I live 4 miles from my office in downtown Chehalis and have three grown children who all live in Virginia. I am active in the local Rotary Club and have a dog and cat who get all my attention when I’m not working.

Our office is in downtown Chehalis on North Market Boulevard and open from 8-4 Monday through Friday.