As a former chief financial officer (over 10 years), I've found that I enjoy helping people and businesses with their financial needs and goals. Working at Edward Jones as a financial advisor is a natural fit for my family and myself. I enjoy the opportunity to partner with individual investors and business owners on creating and implementing strategies that work toward their specific goals. I can help you plan for retirement, live in retirement, save for college, manage a business retirement plan or just try to protect the assets you already own.
It's important for me to take the time to communicate the strategies and investments we will be using, so that you, the client, can feel more comfortable with the decisions being made to meet your needs. As part of our communication, we can enjoy a two-way conversation. It's important we are all on the same page. In order to continue my education and better serve you, I have received the AAMS® certification.
As part of our community, I believe in helping and to be a part of the solution. I volunteer my time with the Historic Downtown Kennewick Partnership (HDKP) helping to revitalize downtown Kennewick and the 3 Rivers Community Foundation (3RCF) where we're improving the endowment to help our nonprofit community do the good work they do for the Tri-Cities.
It can't be all work and no play. I enjoy getting outdoors for golf, skiing, hiking, camping along with other areas. My family and I enjoy getting out with our dogs for a walk or trying to wear them out playing fetch with the ball.
We have a strong team – Susan Janney, the Sr. Branch Office Administrator, has been in the industry for over 30 years. I've been in finance for over 25 years, most of it in a leadership role. We are dedicated to understanding your needs and wants for your life. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
- Retirement Income Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
- College Savings
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
My Personal Interests
- Community Outreach
Phone NumberJay M Freeman at (509) 783-2041
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