I have worked as a financial advisor with Edward Jones since 2009. Previously, I spent 21 years with Hewlett-Packard in Corvallis, OR, where my responsibilities included strategic relationship management as well as new business development. I have extensive international and domestic business management experience.
I am a 1985 graduate of Lebanon High School and earned a bachelor's degree from George Fox University in organizational management in 2001. I hold a Series 7 General Securities License, Series 66 Uniformed Combined Sate Law License and an Oregon state insurance license.
I have a strong passion for my community, especially its youth. I am currently:
* President of the Lebanon Athletics Booster Club
* Vice president of the Lebanon Schools Foundation
* An executive board member and past president of the Boys and Girls Club of the Greater Santiam
* Assistant Coach of Lebanon boys basketball program
* A current member of the Lebanon Optimist Club and past President
* Head Coach of Lebanon boys golf program
I married my high school sweetheart, Marcie, in 1990, and we have three children: Madison, a graduate of University of Oregon and an Edward Jones financial advisor in Eugene; Ellie, a graduate of Willamette University currently works at Apex Systems in Portland as a project manager/operations recruiter; and Cooper, who attends Lebanon High School where he plays on the basketball and golf teams.
My family has been part of the Lebanon community since 1970, and we enjoy traveling, music, food and athletics.
My Personal Interests
- Coaching Sports
- Music
- Golfing
- Traveling
Personal Interests
- Coaching Sports
- Music
- Golfing
- Traveling
Office Information
Office Address
2600 South Main RdLebanon, OR 97355 opens in a new window
Phone Number
Doug Phillips at (541) 451-4000Branch Team
- Lynda Palmer
- Sr. Branch Office Administrator
- Kendra Wolfenbarger
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 03:00PM |
Friday | 08:30AM - 03:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 03:00PM |
Friday | 08:30AM - 03:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Branch Team
- Lynda Palmer
- Sr. Branch Office Administrator
- Kendra Wolfenbarger
- Branch Office Administrator
Branch Team
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