Saving and investing money has been important to me since I was 10 years old with a paper route. Half of my income went into CD accounts to pay for college and the other half was "invested" in football and baseball cards. I never made any money back from the cards, but I was able to graduate from college debt free. Prior to joining Edward Jones, I ran my own business, teaching private music lessons and free-lancing as a professional musician. I feel that experience gave me a clear understanding of how hard individuals, especially self-employed and small business owners, work for their income. I became an Edward Jones financial advisor to work with clients to help them achieve the goals that are important to them.
I love the relationships I've made with my clients and am grateful for the opportunity to really make a difference in their lives. Understanding a client's needs and goals starts with listening. Taking the time to learn about our clients and build relationships allows us to offer tailored solutions to help meet their needs and work in their best interest. My branch office administrator, Stacey, has experience working in client support positions in the legal, medical and mortgage industries. When working with Stacey, clients can expect to be listened to, informed, treated respectfully and followed up with until all concerns are addressed.
Outside of the office, I spend most of my time with family and friends. My wife, Jeanine, and I have been married for 20 years. We moved to the area in 2001 and have lived in Everett since 2002. I am a fourth generation Snohomish County resident. For fun, Jeanine and I like to fish, garden and cook. In the summer, you can occasionally find us driving around town in my grandfather's 1963 Chevy Bel Air. I was born and raised in Fairbanks, Alaska, and take a trip home as often as possible to go hunting and fishing.
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Retirement Savings Strategies
- Retirement Income Strategies
- College Savings
- New Investors
My Personal Interests
- Vintage Cars
Office Address2701 Bickford Ave
Bldg 8 Suite D
Snohomish, WA 98290
Phone NumberChuck Wiese at (360) 863-3160
|Mon||08:00AM - 06:00PM|
|Tue||08:00AM - 06:00PM|
|Wed||08:00AM - 06:00PM|
|Thu||08:00AM - 06:00PM|
|Fri||08:00AM - 05:00PM|
|Sat||10:00AM - 04:00PM|
|Sun||By Appointment Only|
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