Growing up on a farm in Canada, I learned the value of hard work and saving for the future. Keeping a budget, avoiding debt and making good investments became important factors in completing college and supporting a young family. After service in British Columbia as a member of the Royal Canadian Mounted Police, I had an opportunity to become a financial advisor with E.F. Hutton in Charlotte, NC. Decades later, after years of working with clients in the Carolinas, my wife and I built an iconic B&B inn up on Washington's Olympic Peninsula, across from Victoria, BC where we started out as a young married couple and had promised each other to return some day.
After a period of cross-country commuting and fulfilling an obligation to my firm, I was approached in late 2017 about an opportunity to continue helping my clients in an existing branch of Edward Jones near our Washington home. Throughout the years I had seen many of my clients transition through various stages of their lives and have helped them manage their investments. My extensive experience as a financial advisor, and also as a Certified Financial Planner*, through decades of economic ups and downs has helped to temper my counsel into sage advice. Developing meaningful relationships and meeting the needs of my clients through personal service is a top priority
My community involvement includes local church membership, agri-tourism and hospitality. My wife, Janet, and I have four married children and 17 grandchildren.
* The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
My Personal Interests
- History and Museums
- Art Collecting
Office Address990 E Washington St Suite 2b
Sequim, WA 98382
Phone NumberDan Abbott at (360) 683-0605
|Mon||06:30AM - 04:30PM|
|Tue||06:30AM - 04:30PM|
|Wed||06:30AM - 04:30PM|
|Thu||06:30AM - 04:30PM|
|Fri||06:30AM - 04:30PM|
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