Being a teacher for twenty years was extremely rewarding and satisfying. Working with students and helping them develop into contributing members of society was as noble an occupation as you could have; however, I needed a new challenge and as I constantly encouraged my students to take chances, I decided to follow my own advice.
Approaching my 50s, I knew very little about preparing financially for the future, but I was in a good place because I had worked closely with my Edward Jones financial advisor. So closely in fact, I was asked to join the Edward Jones team. Having a desire to help others, I jumped at this opportunity.
Being an educator helped me develop into an excellent listener and communicator. I present information in a way that is easy to understand, explaining things in real-world terms, not industry jargon, allowing you to make appropriate decisions for your situation.
Serving in the Army, being the student body president at TCC and earning a degree at CWU are accomplishments that I treasure; however, my greatest joy is my family.
Dorian, my amazing wife, and I have two incredible children. Jacob is pursuing degrees in computer science and math at CWU and Karlye is following her dream of becoming a sound engineer at DigiPen.
Branch office administrator, Jill, and I partner together to help you achieve your financial goals.
If you value personal working relationships, we want to work with you. Your goals are our top priority. We focus on what's important to you, use an established process and get together regularly with you to ensure we stay on track and adjust as needed.
We create a supportive and welcoming atmosphere, allowing you to feel comfortable asking questions and having your concerns addressed.
Jill and I look forward to you joining our Edward Jones family and allowing us to help you grow, protect, enjoy and pass on your hard-earned wealth.
Please contact us by phone or email so that we can help you reach your financial goals.
- Retirement Savings Strategies
- Business Retirement Plans
- New Investors
- Insurance & Annuities
- Entrepreneurs & Business Owners
- College Savings
My Personal Interests
- Spending Time with Family
- Community Outreach
- History and Museums
- Sports Enthusiast
Office Address123 W 3rd Ave
Moses Lake, WA 98837
Phone NumberJames B Shank at (509) 855-5556
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 05:00PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
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