Achieving your financial goals is a unique product of your life stage and market comfort, both of which will change over the years. When we work together, I am with you for the long haul, navigating your life transitions and helping you develop a strong financial strategy personalized for you and your heirs. I focus on making broad or complicated concepts easier to grasp. I regularly monitor your portfolio's performance against your goals, adjust strategies to meet your needs and inform you of changes in the market or your investments. You will know what is happening with your finances and understand why.
Prior to Edward Jones, I was a business owner in the Pacific Northwest and an officer in the U.S. Army. After undergraduate and master's degrees in business, I earned the ChFC® and AAMS™ designations to more deeply assist my clients in areas of investment, retirement, insurance, estate and education planning, as well as adhering to the highest ethical standard.
Volunteerism a value of mine. I serve as a Kiwanian and coach youth sports teams. However, what I value most is being Dad to my boys. When I’m not working or with my family, you can find me cheering on college football or traveling somewhere sunny.
Betty Tice joined me in November 2020 and Catherine Latta joined us in November 2021. With a smile, they provide the excellent service that you need and deserve. Betty comes from over 20 years in the senior living industry, from caregiving to management. Originally from New Mexico, she and her husband, Norm, have seven children and six grandchildren. Catherine comes from over 16 years in customer service, owned her own coffee shop for eight years and has been with Edward Jones for three years. She and her husband have been happily married for 20 years and have two young children. When not working, you can find both adventuring in the great outdoors, spending quality time with their families and serving in the community.
- Retirement Income Strategies
- Wealth Strategies
- Insurance & Annuities
- Business Retirement Plans
- Estate & Legacy Strategies
- College Savings
My Personal Interests
- Coaching Sports
- Health & Nutrition
- Home Improvement
- Art & Theater
Phone NumberW Corey Broughton at (503) 655-8069
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