I have been with Edward Jones since 2003. I became a limited partner with the firm in 2010 and became the financial advisor for the office in Rathdrum, Idaho in 2012.
Using an established process, I build personalized financial strategies for my clients that are designed to help achieve their unique goals. I take the time to ask essential questions and listen intently in order to truly understand what is important to each client. I then construct measurable objectives tailored to their circumstances. Once the strategies are implemented, I maintain regular contact with my clients to help keep them on track throughout their lives. In order to provide a comprehensive service, I regularly collaborate with a team of CPAs and attorneys, always keeping client information confidential.
I am proud to serve a wide variety of clients whose goals range from saving for education expenses to growing wealth to planning and living a successful retirement. I regularly work with multi-generational families to develop unique strategies of wealth transfer. Many of my clients are also business owners with whom I create strategies for business succession, asset growth and tax reduction.
I am a dedicated financial advisor. I love my job because it offers an opportunity to make a tangible difference in people's lives. I feel privileged to see my clients and their families live the lives they have imagined, knowing that I was able to help make their dreams a reality. I am licensed in multiple states.
Outside of my role with Edward Jones, I served my community as a city councilperson for 12 years. I now serve on the board of United Way of North Idaho. In my free time, I enjoy cooking, making jam, gardening, reading, watching movies and spending time with my family and friends.
If you'd like to have a conversation about investments or life insurance, contact my office today.
- Retirement Savings Strategies
- Business Retirement Plans
- Insurance & Annuities
- Wealth Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
My Personal Interests
- Art & Theater
Phone NumberDebbie Holmes at (208) 687-5765
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