I grew up with parents who didn't have a lot growing up. They learned early on that saving money for the future was important, and they instilled that in me. I've always been a saver and an investor since I can remember.
Saving for the important events in life is not a sprint, but a marathon. When working with clients or perspective clients, I always want to find out what the important events in their future and lives are. Planning for future events doesn't need to be a complicated process, but you do need a process to get it done. Whether it's retirement planning, educational needs, legacy strategies or preparing for the unexpected, we are here to navigate you through life's events. As well as working closely with you, I will also work closely with your CPA, attorney and other professionals to help you achieve your goals.
As a financial advisor for Edward Jones, I don't see this as a job. I see it as an opportunity to work one on one with individuals and families in achieving their goals and dreams. Communication is the cornerstone of any good relationship and we strive to exceed your expectations. We are here to monitor and inform you of areas that are beneficial to you and your family. Life isn't perfect, but if you have a good strategy, that will smooth out the bumps and keep you on track.
My branch office administrator, Brandi St John, and myself are dedicated to providing you the service you expect. Here at Edward Jones, we have the tools, technology and the people to help us develop the appropriate financial strategies for you and your unique situation.
In my free time I like to volunteer my time where possible. Currently I'm the president of the Molalla Chamber of Commerce and a member in the Estacada Chamber of Commerce.
I look forward to the opportunity to get to know you and helping you to achieve your financial goals. We're in the neighborhood, so please stop by or give us a call at 503-652-6151.
- Retirement Savings Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
- Portfolio Reviews
- Entrepreneurs & Business Owners
- Intergenerational Planning
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
Office Address13235 Mc Loughlin Blvd Ste D-2
Milwaukie, OR 97222
Phone NumberBob L Jones at (503) 652-6151
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 03:00PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
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