I've always cherished roles that allow me to have a direct impact on others and that's exactly what Edward Jones allows me to do. I enjoy working with individuals and business owners to help navigate the increasingly complex and volatile investment environment, providing clear, straightforward financial guidance.
As I get to know my clients on a deeper level, my goal is to understand their unique situation in order to provide holistic strategies that deliver solutions for the varying elements of their financial goals. I balance upside potential with downside risk mitigation. When markets experience volatility, I lean in by increasing client touchpoints, reminding them of their strategy and taking the actions necessary in a down market. I am committed to deeply serving investors, retirees, business owners and multi-generational families.
I am blessed to work with four dedicated branch office administrators, April Mann, Becky Hanna, Kathy Bryant and Erin Morgan. They work hard and laugh often. They are quick to respond to client inquiries and have created a family-like atmosphere here in our branch.
Prior to Edward Jones, I spent two decades in the corporate sector in various leadership roles. I received a BSBA from Michigan Technological University (magna cum laude) where I earned a scholarship as a running back on the football team. The upper peninsula of Michigan is incredibly beautiful in the spring, when I went on my recruiting trip. Unfortunately for me, football wasn't played in the spring.
My wife, Janelle, grew up here in Woodland and we have lived here since 2009. Married since 2008, we are the lucky parents of two young boys, Cohen and Rylen. We are active in the community where I am a current member of the Woodland Rotary Board, Woodland Little League Board and Yolo County Farm Bureau. Janelle is an active member of the local Omega Nu chapter which supports local scholarships and other community activities.
Give us a call. I look forward to welcoming you to our Edward Jones family.
Focus areas
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- Wealth Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
- College Savings
My Personal Interests
- Spending Time with Family
- Coaching Sports
- Home Improvement
- Golfing
- Gardening
Office Information
Office Address
173 Court StreetWoodland, CA 95695 opens in a new window
Phone Number
Brian J Dwyer at (530) 662-7390- April Mann
- Branch Office Administrator
- Kathy Bryant
- Sr. Branch Office Administrator
- Becky Hanna
- Sr. Branch Office Administrator
- Erin Morgan
- Sr. Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Fri | 08:00AM - 03:00PM |
Sat | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Fri | 08:00AM - 03:00PM |
Sat | Closed |
Sun | Closed |
Connect on Social
- April Mann
- Branch Office Administrator
- Kathy Bryant
- Sr. Branch Office Administrator
- Becky Hanna
- Sr. Branch Office Administrator
- Erin Morgan
- Sr. Branch Office Administrator
Branch Team
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