We all lived through 2008 and 2009, I just took it harder than most. At the time, I had just received my master's degree and was excited to start my family and career. Instead, I found myself working four jobs just to pay the bills. It was then that I realized I had to take massive action. So, I became obsessed with personal finance and investing!
I learned so much along the way. One of the most valuable was the Pareto Principle. It states that 80% of the results come from just 20% of the activities. This taught me to focus on what is most important and tune out the noise.
My passion for finance brought me here to Edward Jones in 2013. As a firm they align with my beliefs. We use a documented process to partner with you throughout your life. You will find that as your life unfolds, we have the processes in place to help you. We focus on what’s most important to you - your family, your career and the things you are passionate about - by creating tailored strategies around them. We focus on what we can control by deploying: the Edward Jones investment philosophy; our 5-step approach to your financial future; and goal-focused asset strategies. This helps you to tune out the noise and focus on the things that matter most.
In addition to this deeply rewarding career I am blessed to have an amazing family. I live in Keizer, OR with my loving wife, Caitlin, who is also an Edward Jones financial advisor, and our two young and joy-filled children, Colton and Adalynn.
As a fifth generation Oregonian, I take great pride in our state and our community and enjoy getting involved. I am currently: Keizer Rotary president, a board member of the Oregon Hunters Association Capitol Chapter, past Master of Rickreal Masonic Lodge and a financial contributor to the Liberty House in Salem.
If you think we may be a good fit, I invite you to contact us. We have the capacity to serve a few new families this year and would love to learn more about you.
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Insurance & Annuities
- College Savings
My Personal Interests
- Spending Time with Family
- Coaching Sports
Office Address2235 Mission St SE Suite 200
Salem, OR 97302
Phone NumberJeff Davis at (503) 363-0445
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