As an Edward Jones financial advisor, it’s important that I invest my time to understand what is important to you and your family before investing your money. I use an established process to build a personalized financial strategy for you. I am dedicated to partnering with you throughout your life to help keep you on track to achieving your long-term goals.
Growing up in the greater Seattle area instilled an appreciation and fascination for the natural world that eventually directed me towards researching how forest ecosystems work. While pursuing a MS and PhD in forest science at the University of Washington, I had the great opportunity to gain experience teaching others about ecosystems. Today, I draw upon my teaching experience to provide my clients with the necessary education related to their financial goals. I continue to enjoy visiting and participating in recreational activities in our parks, forests, and wilderness areas whenever possible.
Serving the community is important to me and I actively seek input and ideas from local community leaders for ways to help others. I am currently the community service chair of the Vashon Rotary Club.
We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet each of our clients' unique goals and needs.
- Socially Conscious Investing
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
- Community Outreach
- Culinary Arts
Office Address17232 Vashon Hwy SW
Vashon Island, WA 98070
Phone NumberJames A Freund at (206) 259-2950
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 02:00PM|
|Thu||Closed for Holiday|
|Fri||08:00AM - 02:00PM|
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