I joined Edward Jones in 2006, in an office in Junction City, OR. In 2010, I was asked to take over a branch in Eugene, OR, and have been here since. Prior to Edward Jones, I spent seven years in the insurance world after obtaining my business degree from Northwest Christian University, now Bushnell University.
As a financial advisor, my first priority is to understand what is important to my clients. My clients have many goals ranging from retirement, saving for college and being tax efficient to legacy planning and many others. Partnering with you, your attorney, CPA and other professionals, we use an established process to build a personalized strategy to help you reach your goals.
I grew up in Harrisburg, OR. My wife, Erin, and our kids, Tyler and Cora, live locally in Marcola. After teaching elementary grades for 20 years, Erin retired and now volunteers and manages our kids. Our daughter attends Eugene Christian School, and our son is at Marist Catholic High School. In addition to the kids' activities, we enjoy traveling, reading, Jeeping, mountain biking and being outdoors.
I am also active in our community. I serve on the school board at Eugene Christian School and am a part of Lane County Search and Rescue's Special Vehicle Group to assist in rescues.
Whatever your goals may be, I can surely help. Please contact our office to schedule an appointment and discuss the possibility of working together.
Focus areas
- Estate & Legacy Strategies
- Wealth Strategies
- Retirement Income Strategies
- Charitable Giving
- Divorce Finances
- Entrepreneurs & Business Owners
Focus Areas
- Estate & Legacy Strategies
- Wealth Strategies
- Retirement Income Strategies
- Charitable Giving
- Divorce Finances
- Entrepreneurs & Business Owners
My Personal Interests
- Outdoor Enthusiast
- Mountain Biking
- Reading
- Auto Racing
- Motorcycles
Personal Interests
- Outdoor Enthusiast
- Mountain Biking
- Reading
- Auto Racing
- Motorcycles
Office Information
Phone Number
Cary Richardson at (541) 342-8134Branch Team
- Samantha Douglas
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | By Appointment Only |
Monday | By Appointment Only |
Tue | By Appointment Only |
Tuesday | By Appointment Only |
Wed | By Appointment Only |
Wednesday | By Appointment Only |
Thu | By Appointment Only |
Thursday | By Appointment Only |
Fri | By Appointment Only |
Friday | By Appointment Only |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | By Appointment Only |
Monday | By Appointment Only |
Tue | By Appointment Only |
Tuesday | By Appointment Only |
Wed | By Appointment Only |
Wednesday | By Appointment Only |
Thu | By Appointment Only |
Thursday | By Appointment Only |
Fri | By Appointment Only |
Friday | By Appointment Only |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Connect on Social
Branch Team
- Samantha Douglas
- Sr. Branch Office Administrator
Branch Team
More to explore

Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.
Learn More