As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what is important to you before we invest your money. Working closely with you, your CPA, attorney and other professionals, we use an established process to determine the most appropriate financial strategy for you, your family and your business, allowing you have more options when you retire, regardless of what you decide to do.
My family and I enjoy giving back to the community through local volunteer organizations. In our spare time, we enjoy outdoor activities including hiking on the Olympic Discovery Trail, kayaking in Sequim Bay, camping at Lake Cushman and riding ATVs in the Tahuya Forest.
My business operating experience and degree in human resource management help me to understand what is important to business owners and individuals alike. Contact us today to discuss your situation and the solutions that are available to help you achieve your goals.
Focus areas
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Retirement Income Strategies
- Insurance & Annuities
- Charitable Giving
Focus Areas
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Retirement Income Strategies
- Insurance & Annuities
- Charitable Giving
My Personal Interests
- Spending Time with Family
- Music
- Outdoor Enthusiast
- Camping
- Football
Personal Interests
- Spending Time with Family
- Music
- Outdoor Enthusiast
- Camping
- Football
Office Information
Office Address
154 East Bell StreetSequim, WA 98382 opens in a new window
Mailing Address
P O Box 638Sequim, WA 98382
Phone Number
Jason Wright at (360) 683-7204Branch Team
- Laurie Wold
- Branch Office Administrator
- Elijah Polk
- 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 - 04:00PM |
Friday | 08:30AM - 04:00PM |
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 - 04:00PM |
Friday | 08:30AM - 04:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Connect on Social
Branch Team
- Laurie Wold
- Branch Office Administrator
- Elijah Polk
- Branch Office Administrator
Branch Team
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