Originally from Kansas, I moved to Oregon after graduating from Kansas State University in 1987. I began traveling over seven western states and three Canadian provinces assisting ranchers in their cattle operations. During this time, I was able to meet and work with people from many walks of life.
I joined Edward Jones in 2001 and enjoy working with people from varied backgrounds in all stages of their lives.
I've found that most people have similar goals of taking care of family, being satisfied with their work/community involvement and being financially secure in retirement.
Together with my branch office administrators, Jen Humphreys and Jean Mooney, we strive to help people with an established process designed around what is most important to them. This allows us to partner together and plan for important life events, such as education for kids and grandkids, protecting loved ones during the unexpected and retirement. This ongoing process helps clients stay on track throughout the years.
I've followed this advice throughout my career:
1. Always do what you tell people you will do.
2. If you don't know the answer, find out and follow up.
3. If you always tell the truth, you'll never have to try to remember what you said!
I enjoy organizing and coaching our local junior baseball league and spending time outdoors. I also help charitable and community organizations by serving as an auctioneer.
I live in Tigard with my wife, Anne Marie, and our kids, Sarah, Will and Harrison.
- Wealth Strategies
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Portfolio Reviews
- Retirement Income Strategies
- Employee Stock Options
Phone NumberBrian Wheeler at (503) 590-4505
|Mon||07:00AM - 03:30PM|
|Tue||07:00AM - 03:30PM|
|Wed||07:00AM - 03:30PM|
|Thu||07:00AM - 03:30PM|
|Fri||07:00AM - 03:30PM|
- Web Conferencing
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