I was a salesman for different companies during my early career path - moving from company to company and always having compensation plans and sales quotas change was frustrating to me. I then decided to develop my own early retirement plan to get out of the corporate rat race. This led me to investing at Edward Jones and later having a conversation with a financial advisor about becoming an advisor myself. That was in 2006, and I've been serving individuals, families and small businesses in the community ever since.
The best part of my job is of course being able to help clients with achieving their financial goals in life. It's very meaningful and most every client appreciates the work we do for them. Our clients are people who have an interest in their own finances and who want to document and have a strategy for their financial goals. Our branch team brings value to our clients by having someone they can talk to in person and not a phone bank, and the knowledge that their financial advisor is a part of their local community.
Christy, my branch office administrator (BOA), does a lot of heavy lifting for our team. I joke with clients that I work for her because she contributes so much to the successful operation of our office. She is still getting to know all of our clients but is always dedicated to providing the best possible service.
I've been married for 30 years to my wife, Cheryl. We have two grown boys, ages 24 and 29. We like to explore, hike, camp and travel. I belong to Lions club and chamber of commerce.
I became a financial advisor with Edward Jones in order to serve investors in a deep and meaningful way. Our financial health determines so much of our life's trajectory and it is an honor to help my clients organize, plan, protect and transfer their wealth. I look forward to helping you create a strong financial well-being.
Connect with me on Facebook and LinkedIn.
Office Address715 Yelm Avenue E Suite 2
Yelm, WA 98597
Phone NumberBrent R Conklin at (360) 458-6604
|Mon||08:00AM - 03:00PM|
|Tue||08:00AM - 03:00PM|
|Wed||08:00AM - 03:00PM|
|Thu||08:00AM - 03:00PM|
|Fri||08:00AM - 01:30PM|
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