As a financial advisor, I get to help people like you work toward fulfilling their dreams. I do that by understanding what's most important to you, whether it's saving for a dream home, preparing for retirement, saving for college or leaving a legacy to your children and grandchildren. I use an established process to build personalized strategies designed to help achieve your financial goals. My time with you is not "one and done." We will partner together throughout your life to help keep you on track.
Jenelle Moss, my senior branch office administrator, has several years of experience with Edward Jones. Jenelle and I work as a team to focus on what matters most to you. Supporting us are the resources of Edward Jones, a Fortune 500 firm.* We use secure technologies and highly qualified research teams to ensure you receive the most current and comprehensive guidance.
One of the joys in my life is giving back to the community in which I live and work. I am active in the Redmond Rotary Club, where I am currently serving as vice president. Rotary supports our community through grants to organizations like Little Bit Therapeutic Riding Center, Together Center and Hopelink. It also funds college scholarships, senior volunteer recognition, Veterans Day luncheons and international service projects.
In addition to the organizations above, my family also supports Northwest Harvest and the Alzheimer's Association.
My husband, Bob, and I are "parents" of Zoe, a white standard poodle. We are both Southerners (I'm from North Carolina, he's from Texas). We selected Seattle as our forever home after working in the newspaper industry for 26 years and living in eight states following our career paths. We're never moving again.
If you're dedicated to making good decisions about your financial future, Jenelle and I are here to help with the tools and resources Edward Jones has to help you make good choices. Please give me a call so that we can partner together to achieve your dreams.
*Fortune 500, published May 2022, data as of December 2021. Compensation provided for using, not obtaining, the rating.
- Portfolio Reviews
- Retirement Income Strategies
- Intergenerational Planning
My Personal Interests
- Wine Collecting/Enthusiast
Phone NumberDeana Hale at (425) 861-0870
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