As an Edward Jones financial advisor, I am focused on you. What you will get from me is someone who will truly listen. I use an established process to personalize and customize your financial strategy in order to help achieve what's most important to you.
My roots run deep in the Willamette Valley. My parents moved our family here to a small family farm when I was 5 years old. I have been married to my husband, Curt, for 28 years, and we have raised our three kids here as well.
The latest news is that Curt and I became grandparents on Feb. 18, 2021! We are so excited for this new stage in life!
My previous jobs were primarily in the adult education field. As a former educator, I appreciate questions, and strive to explain things in ways you can understand. During uncertain times, it is my honor to be here every day, offering reassurance and making positive difference in the lives of my clients.
If you are in transition (changing jobs, getting married, buying or selling a home, retiring, going through a divorce or death of a loved one) and need some help with your financial strategy, we'd love to serve as your partners. We have helped many PERS retirees in this area. We have incredible tools at our fingertips to help put the pieces of your financial puzzle together.
I welcome the opportunity to be your trusted partner. I believe in a team approach to helping you manage your finances and will work with your CPA and estate planning attorney in order to act in your best interest.
I invite you to call or schedule an appointment to experience my approach for yourself.
- Retirement Savings Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Divorce Finances
- Estate & Legacy Strategies
- Portfolio Reviews
My Personal Interests
- Spending Time with Family
- Active Lifestyle
- Health & Nutrition
Office Address6377 Ulali Dr
Keizer, OR 97303
Phone NumberCharisa L Henckel at (503) 393-4677
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 05:00PM|
|Sat||By Appointment Only|
- Web Conferencing
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