A goal without a plan is just a wish. I was raised in a family in which a lack of planning caused undue financial stress. My experience led me to never allow money to be a barrier in my life. I am grateful for the opportunity to teach my clients financial responsibility as they grow and build their wealth. As their guide, I keep them focused on their long-term goals and achieving their unique versions of financial success.
Using an established process, I work with my clients to build personalized financial strategies. This client-centric process begins with gaining a thorough understanding of their values and goals. Once the strategies are in place, our partnership continues throughout their lives in order to keep my clients on track.
I serve clients with a wide range of financial goals. All my clients value a trusted, personal relationship that offers financial advice, guidance and service. They share a willingness to engage in the process and creation of their long-term strategies.
I graduated from the University of Washington with a degree in business administration with a concentration in finance. In 2000, I began my Edward Jones career as a financial advisor and became a limited partner in 2007. To better serve my clients, I earned the Certified Financial Planner (CFP®) certification.
My Senior Branch Office Administrator, Angie Miller, has over 20 years of experience with Edward Jones and is dedicated to providing our clients with a high level of service.
My wife, Jodi, and I were both born and raised in Washington. We have three children: Avery, Ariel and Autumn. Jodi and I have many interests. We enjoy traveling, skiing, gardening, cooking, golf, exercise and hanging out with our children. We also love giving back to the community and support the YMCA and Make-A-Wish Foundation.
In my branch, my focus is on my clients and their success. To learn more about our highly-personalized service, contact my office today.
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- Insurance & Annuities
- Retirement Income Strategies
- College Savings
My Personal Interests
- Spending Time with Family
- Personal Fitness
Phone NumberGreg Jensen at (360) 658-1981
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