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 Top Women Wealth Advisors Best-In-State for 2022*
- FORBES Next-Generation Best-In-State Wealth Advisors for 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.
*2022 Forbes Top Women Wealth Advisors Best-In-State in Oregon, awarded February 2022, research by SHOOK Research, LLC. data as of September 2021. Compensation provided for using, not obtaining, the rating.
**2022 Forbes Top Next-Gen Wealth Advisors Best-In-State in Oregon, awarded August 2022, research by SHOOK Research, LLC. data as of March 2022. Compensation provided for using, not obtaining, the rating.
Focus areas
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Income Strategies
- Intergenerational Planning
Office Information
Office Address
1227 NE Baker StMcminnville, OR 97128 opens in a new window
Mailing Address
P O Box 868Mcminnville, OR 97128
Phone Number
Bethany B Abeln at (503) 472-0555- Susan Cook
- Sr. Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
Monday | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Saturday | By Appointment Only |
Sat | By Appointment Only |
Sunday | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Monday | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Saturday | By Appointment Only |
Sat | By Appointment Only |
Sunday | Closed |
Sun | Closed |
Connect on Social
- Susan Cook
- Sr. Branch Office Administrator
Branch Team
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