How We Help:
As your Edward Jones branch team, we have the privilege to see you and your family go to college, save for travels, enjoy hobbies and eventually retire with dignity. This type of impact is what inspires us to truly connect and share your dreams and wishes. We implement a solutions-based approach to generate real results to help clients achieve their financial goals. Our clients often come to us during times of transition, such as retirement, receiving an inheritance, divorce, widowed, relocating or changing jobs. We collaborate with your other professionals such as CPAs and attorneys to ensure a comprehensive service.
Who We Are:
I have a passion for helping people build, maintain, protect and transfer their wealth. I gain great satisfaction when clients tell me I've made a difference in their lives. I became a limited partner with the firm in 2011.
Time away from the office is spent in nature or with my family. I appreciate our proximity to the ocean and mountains and am fortunate to be able to include my three sons and their families on adventures like a day at the beach or hiking.
My senior branch office administrator and business partner, Mishan Matthews, provides exceptional and personalized service. With her more than 20 years of experience with Edward Jones, you will find her a positive, resourceful, caring and capable individual. She became a limited partner with the firm in 2011. Mishan is also a Southern Oregon native who enjoys her family when not in the office.
We are proud supporters of the Alzheimer's Association and participate in our local Walk to End Alzheimer's each fall.
Are We the Right Fit?
Relationships are key, so it all starts with getting to know you. We are happy to accommodate a face to face or digital experience. We work best with individuals who are serious about preparing for their future.
If you're seeking a financial advisor that is dedicated to helping you, give us a call.
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Divorce Finances
- Intergenerational Planning
My Personal Interests
- Spending Time with Family
Phone NumberCarol Krueger at (541) 245-6239
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