My holistic approach to partnering with my clients is based on understanding what is most important to you; using an established process to build you personalized strategies; and partnering with you throughout life to help keep you on track. My investment philosophy is a long-term approach with an emphasis on quality, durability, historical context and common sense.
In 2014, I joined Edward Jones, continuing a family legacy that began in 1982. My parents, Thad and Kristi Brill, brought Edward Jones to McMinnville to serve our community and I am proud that I can continue their dedication to serve. I've built my practice with a focus on helping clients prepare for and live in retirement. Often, that extends into proper estate considerations and estate and legacy strategies. I can help determine the most appropriate financial strategy for you and your family by working closely with you and your CPA, attorney and other professionals. I carry the Accredited Asset Management Specialist™ designation and have been named to the following recognitions:
- FORBES Working Mother/Shook Research Top Wealth Advisor Mom for 2021 in their national ranking.
- FORBES Top Women Wealth Advisors Best-in-State for 2022 (Data provided by SHOOK® Research, LLC. Data as of 9/30/21. Source: Forbes.com (February, 2022)
- FORBES Next-Generation Best-in-State Wealth Advisors for 2022 (Source: Forbes.com, 8/3/2022, data as of 3/31/2022)
Being born and raised here in McMinnville, I love this community. I had a brief four years out of state as I attended Texas A&M University and while I loved my time there, it sure did make me appreciate where I grew up. I started dating my husband, Kyle, while we were both at Mac High and it's been fun to grow with him as he also has an established Edward Jones practice in Forest Grove. In December 2019, we welcomed our first child, Brielle. Outside the office, you can find me at the coast where I love to go clamming, hiking and paddle boarding.
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Income Strategies
- Intergenerational Planning
Office Address1227 NE Baker St
Mcminnville, OR 97128 opens in a new window
Mailing AddressP O Box 868
Mcminnville, OR 97128
Phone NumberBethany B Abeln at (503) 472-0555
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