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.
- Estate & Legacy Strategies
- Wealth Strategies
- Retirement Income Strategies
- Charitable Giving
- Divorce Finances
- Entrepreneurs & Business Owners
My Personal Interests
- Outdoor Enthusiast
- Mountain Biking
- Auto Racing
Phone NumberCary Richardson at (541) 342-8134
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