My path to becoming an Edward Jones financial advisor was two-fold; I had an interest in the stock market since I graduated from college, and secondly, I had witnessed the experience my father had as an Edward Jones financial advisor. He told me, "I would never be more involved in people's lives then I would as an advisor," and that appealed to me. In 2009, I took over my father's branch that he started in 1998 and have been servings clients ever since.
I believe what sets Edward Jones apart from other investment firms are our values – our clients and their best interests always come first, and the actions we take reinforce those values time and again. I help my clients by listening closely to their desires to develop a specific strategy to fit their needs and goals. I take a systematic approach to ensure we cover all areas of their financial responsibilities. My clients can expect honesty, integrity and a few laughs along the way to reaching their financial goals.
Helping me to serve my clients is Diana, my branch office administrator. Diana has been with Edward Jones for four years. She makes sure all client information is up to date and accurate, schedules client appointments and processes all administrative needs. Diana is the proud mother of two, enjoys watching her kids compete athletically and is an avid camper. She has an accounting degree and is currently pursuing her MBA.
I have been married since 1993 to my college sweetheart, Phaedria. We have two adult daughters. Outside of the office, I love to ski, backpack, travel and ride motorcycles. I currently serve on the board of the Thurston County Food Bank.
The relationships with my clients have grown us into a family – I look forward to every opportunity to spend time with these people I care for. One of my greatest joys is helping my clients go and do the things they dreamed about their entire lives, and I hope to help you achieve your goals as well.
Focus areas
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
Focus Areas
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
Office Information
Phone Number
Jeff Kopp at (360) 438-6637Branch Team
- Diana Sanchez
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 03:00PM |
Monday | 08:30AM - 03:00PM |
Tue | 08:30AM - 03:00PM |
Tuesday | 08:30AM - 03:00PM |
Wed | 08:30AM - 03:00PM |
Wednesday | 08:30AM - 03:00PM |
Thu | 08:30AM - 03:00PM |
Thursday | 08:30AM - 03:00PM |
Fri | 08:30AM - 01:00PM |
Friday | 08:30AM - 01:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 03:00PM |
Monday | 08:30AM - 03:00PM |
Tue | 08:30AM - 03:00PM |
Tuesday | 08:30AM - 03:00PM |
Wed | 08:30AM - 03:00PM |
Wednesday | 08:30AM - 03:00PM |
Thu | 08:30AM - 03:00PM |
Thursday | 08:30AM - 03:00PM |
Fri | 08:30AM - 01:00PM |
Friday | 08:30AM - 01:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Branch Team
- Diana Sanchez
- Sr. Branch Office Administrator
Branch Team
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