Financial decisions are challenging, but not because you have to make sense of interest rates and stock market prices. Instead, it is because money represents not only the blood, sweat and tears that created it, but also the hopes and dreams it might buy in the future. So, in making a decision, you are trying not to waste the effort or ruin the dream. That’s a lot of pressure.
After my wife and I married, like every new couple, we wanted to make great decisions when it came to money, but we didn’t really know how to do that. I was a medical technologist; my wife was a flight attendant. The most I knew about investing was what I had learned in the 5th grade when our class tracked stock prices in the newspaper. But not realizing that perhaps a financial advisor would be helpful, I checked out a few books from the library, and tried to educate myself. Along the way, I found out something unexpected: I really loved finance and might even be able to help translate it for those that don’t.
I decided to make a career change and came to Edward Jones in 2012 because I want to help families make good financial decisions. Since then, I have worked for our firm in St. Louis and Eugene and received the AAMS® professional designation in 2013 and the CFP® designation in 2015.
The financial world can sometimes seem like foreign territory, which is why the mission of our branch is to enhance the financial well-being of the Eugene and Springfield communities by serving as a trusted local source of personally tailored financial services, advice, and education. So, whether it’s working one-on-one to help you determine the most appropriate financial strategies for you and your family, or you joining us for one of our monthly seminars (see upcoming dates below), we are here to help, so you don’t have to go to the library.
We can’t wait to get to know you!
My Personal Interests
- Active Lifestyle
- Sports Enthusiast
Office Address2710 Willakenzie Road
Eugene, OR 97401 opens in a new window
Phone NumberDavid C Goeres at (541) 485-1079
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