My dad got me started investing in my first mutual fund when I was 10 years old. When I was 16 I started working at a grocery store, and making my first contributions into a Roth IRA. My local chain grocery store was purchased by a large national chain a year or so after I started working there, and they offered a stock purchase plan - so I got my first exposure to individual stocks. While I was in high school I invested money to work towards my first financial goal - attending college at the University of Oregon. Since that time I've had many other financial goals - buying a house, providing for my family, saving for my kids' education and saving for retirement. I became an Edward Jones financial advisor in 2011 because I wanted to help other people achieve the financial goals that they have dreamt about and are working hard to achieve.
I am passionate about getting to know my clients, understand what is important to them and walk with them on their journey towards those goals. I use an established process to build tailored strategies to progress toward those goals, and communicate regularly with them to make sure we stay on track to achieve success.
My wife, Katie, and I started dating our senior year of high school in Southern California, got married in 2002 after graduating from the University of Oregon and decided to stay here in Oregon after falling in love with our community here. We live on a small farm in Creswell where we have raised our three teenage children (Karinna, Cameron and Kylie). I am actively involved in Rotary, my church and various community organizations. My passion outside work has been coaching my kids' various sports teams. Depending on the season you can find me in the dugout, or on the basketball court or soccer pitch.
I look forward to connecting with you, and would love to walk with you and help you achieve your financial goals.
- Retirement Savings Strategies
- Portfolio Reviews
- Socially Conscious Investing
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Business Retirement Plans
My Personal Interests
- Coaching Sports
- Community Outreach
- Spending Time with Family
Office Address86 E Broadway
Eugene, OR 97401 opens in a new window
Phone NumberCraig A Leonard at (541) 485-9470
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 03:30PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
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