As an Edward Jones financial advisor, I am reminded each day of why I began working in the industry over twenty years ago: to improve the quality of lives for the individuals I serve with an organization whose standards align with my own personal morals and values. This is still the reason I love my work today.
What's most important to you about your investments? For me, understanding your answer to this question is the most critical part of the process. Whether your goals are related to retirement, education savings for your children or grandchildren, or simply protecting the financial future of your loved ones, the better I understand your needs, the more customized our strategies can be. Building this relationship with each and every client is a guiding principle firm-wide and a core value in which we take great pride.
Our branch team consists of myself and Jennifer Hampson, my branch partner. Jennifer and I met many years ago through a mutual long-time passion for the Sonoma County cycling community. We finally came together as colleagues in 2019 to find that we're an ideal fit professionally. Together we have a branch mission "to always provide as near to a perfect experience as possible for our clients, on their terms." When we do this, all the other pieces of our success fall into place.
However, our team extends beyond just us. The knowledge and experience of our home office, consisting of thousands of professionals and the most advanced technology available, is an added value that ensures you receive the most current and comprehensive guidance possible. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a strategy that leverages everyone's expertise.
Give us a call anytime. We look forward to learning how we can make a difference.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- College Savings
Office Address1801 4th St
Santa Rosa, CA 95404 opens in a new window
Phone NumberJeff Crouch at (707) 526-1001
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