I began my journey as a client with Edward Jones over 15 years ago, and officially started my career with the firm in 2015. My branch office administrator, Erica, and I strive to achieve a deep level of understanding of each of our clients and provide a personal first-class level of service.
I graduated from George Fox University with a Bachelors of Arts degree in management and organizational leadership, and have also earned my AAMS® designation. Bringing a high level of dedication and personal service to make sure that each client feels valued and cared for is a priority. This approach begins with understanding what’s most important to you. Learning about your family, finances and the future you want to create for yourself and those you love guides me in advising what direction to pursue with you in working towards your goals.
In addition to partnering with individual investors and their families, I have a passion for working with business owners and providing them with options for retirement plans. I received the Chartered Retirement Plans Specialist (CRPS®) designation to gain an added level of knowledge to this often confusing subject. Offering a retirement plan for your company can be a challenging decision. It's my personal priority to help educate the owner, and each participating employee, so all are able to make informed decisions in navigating the path towards retirement.
Outside of the office, I’m thankful for the opportunity to be on the coaching staff of my community's high school baseball team. I always look forward to camping, spending time with my family and exercising each morning with my wife. With both our careers and kids that are constantly active with sports, having that time together is important. I thoroughly enjoy jumping on the tractor to reshape and maintain the landscape of our property, woodworking and exploratory cooking. I'm a proud parent to a Big Green Egg BBQ, and am always looking for new tricks, tips and recipes!
- Entrepreneurs & Business Owners
- Wealth Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
My Personal Interests
- Coaching Sports
- Health & Nutrition
Phone NumberDavid Brown at (360) 882-0025
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