Partnering with successful people to develop “work optional” lifestyles in retirement is what drives me everyday.
Throughout my career as a financial advisor, and previously when I was in the healthcare industry, my passion has been helping people. At Edward Jones, I get to fulfill my passion in helping you, my client, achieve financial heath. I do this by partnering with you throughout your lifetime. This unique relationship allows me to better understand what is most important to you. When life events happen, we will have the insight and flexibility to change your strategies to fit your new life-goals.
We create these strategies through my established process. Together, we will determine your comfort with market risk, so we can customize a strategy that fits your needs. Part of that process is taking big picture ideas that are complicated and creating portfolios that are tailored to your goals. It is important to me that you understand why investments are chosen and how they affect your portfolio. We review these investments on an ongoing basis to help make sure they are in line with your goals.
Since joining Edward Jones and opening my office in Oregon City, I have had the opportunity to help many people in the surrounding area, including other financial advisors at Edward Jones as a mentor and coach. As mentioned above, before I was a financial advisor at Edward Jones I spent 10-plus years in the healthcare field. I had the pleasure of delivering the latest medical technology to our healthcare centers to give patients access to the best possible medical treatments.
My passion for helping individuals one at a time helps me reach one of my goals of building a better community for all of us. My wife, Laura, and I were high school sweethearts and have been together for 24 years. It's important to us to be a part of the community where we have chosen to raise our children, ages 10 and 8.
- Retirement Income Strategies
- Business Retirement Plans
- Entrepreneurs & Business Owners
- LGBT Finances
- New Investors
Office Address365 Warner Milne Rd
Oregon City, OR 97045
Phone NumberCody J Howell at (503) 303-5057
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 03:00PM|
|Sat||By Appointment Only|
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