My mission is financial success for all my clients. To put it simply, I help clients grow, protect and transfer their wealth. First, I listen to find out what is important to them, then tailor a personalized strategy to achieve these goals, partner throughout their lifetime to stay on track toward meeting these goals, and finally, I help clients establish a legacy for their heirs and charities.
I grew up in Texas and lived in Europe, but I call the Pacific Northwest my home. I graduated cum laude from Portland State University in 2009 with a Bachelor of Business Management degree. Prior to working at Edward Jones, I managed a successful business in Hillsboro, serving not only local clients, but also clients throughout the United States, Australia and New Zealand. I bring over 10 years of business experience to the table and I understand what's important to business owners.
I'm a parent. My husband and I have two daughters and a small black and white mutt named Buddy. We are learning along with the rest how to navigate this new, virtual work-from-home world. I understand what's important to parents and know how to set their children up for success.
I'm passionate about learning and giving back. Outside of working with clients, one of my passions has been working with Rotary International as a host parent to several international students over the years. I've also been an active fundraiser for the United Way and served as president of the Downtown Business Association. My family is also active with Scouts and enjoys cycling, hiking and camping.
I love to help people. I am honored to be able to help people with the financial "forks in the road" as they come up, whether that be a job change, an inheritance, college, retirement or the many other things that can cause sleepless nights. I use established tools to help make those changes manageable and productive.
I look forward to working with you and your family on what's most important to you.
- Estate & Legacy Strategies
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- College Savings
My Personal Interests
- Culinary Arts
- Health & Nutrition
- Personal Fitness
Phone NumberGoldie T West at (503) 644-5104
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