There is truly something renewing about the beginning of spring. Whether it is getting your flower or produce garden ready, enjoying a nice hike on one of our many beautiful hiking trails, or gearing up for a new baseball season by taking in some spring training, it really gets me excited for the coming months. Whatever your springtime passion is, our goal is to help you plan for and realize your goals, dreams and interests.

I began my Edward Jones career in 2006 as a financial advisor in the Orchards area of Vancouver, WA, and now serve hundreds of families from Vancouver and all over the US. Originally from Montana, I have lived in the Northwest since 1989 and in Vancouver for over 20 years.

In 2012, I earned the AAMS™ designation from the Professional Education Program of the Denver-based College for Financial Planning. This training course examines various investment strategies that are crucial for making decisions in the asset-management process.

My senior branch office administrator, Tammy Emdee, has been a key partner over the past 15 years, helping us provide the highest level of customer service. Please don't hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general.

As your Edward Jones branch team, we believe it's important to invest our time in understanding what's important to you. Whether it's preparing for a comfortable retirement, running a successful business, preparing for unexpected events over your lifetime or leaving a legacy, we want to make what is important to you, important to us. Working closely with you, your CPA, attorney and other professionals, our primary goal is to help you develop a personalized investment strategy unique to your life, your family and your future.

Relationships are key, and in our view, meeting face to face builds strong relationships. These days, we can do that in person or via video conferencing. Either way, we provide highly personalized service; all aspects of our business are aligned to help us better understand and meet your unique goals and needs.

Now that you know a little about us, we can’t wait to hear more about you! Please call Tammy to schedule a time to talk.

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