Welcome to Edward Jones!
We work to help individuals and families committed to their retirements live comfortably, overcome investment complexity and create meaningful legacies using straightforward financial advice and strategies.
I was an Edward Jones client for several years before joining the firm in 2016 and hold the AAMS® designation. I strive to deeply serve investors, business owners and blended families as they invest in a variety of markets. I hold a BFA from Central Washington University where I also played college football (go Wildcats!).
My wife, Megan, and I live in Greenacres, WA where we spend time with our daughters, Delaney and Vivienne. I grew up going through Boys Scouts and earning the rank of Eagle Scout, playing sports and learning to swing dance. Now, I am involved in Rotary, the HUB and most recently as an assistant football coach at Ridgeline high school. These activities, bolstered by influence from my parents, have taught me important lessons about discipline, collaboration and building good relationships. Those skills have especially come in hand as I navigate sharing a home with my in-laws (yes, we get along THAT well).
My business partner, Kelley Goodman, also joined Edward Jones in 2016 after 11 years in human resources in the Spokane area. Kelley and her husband, Terry, live in Spokane Valley where they enjoy time with family and being active in their church and in our community. Kelley is dedicated to providing the highest level of customer service and support.
Please don't hesitate to reach out with questions or if there is an opportunity for us to help you simplify, consolidate, grow, protect and hopefully, enjoy your wealth. We use an established process to build personalized strategies that fit your lifestyle to help reach your goals. By doing this together, partnering with you throughout your life, we work to keep you on track by putting your needs first and remaining actively engaged in your future.
- Wealth Strategies
- Retirement Income Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- Intergenerational Planning
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
- Board Games
- Coaching Sports
Mailing AddressP O Box 142024
Spokane Valley, WA 99214
Phone NumberDavid Lambo at (509) 927-1655
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More