I do what I do because someone did it for my parents.
You see, I was fortunate enough to have parents who, while hoping for the best, were also pragmatic enough to plan for the worst. When "the worst" happened - my father dying unexpectedly at 41 - all the careful planning my parents had done provided our family with the security of keeping our home and our lifestyle. The reason that planning was in place was because a financial advisor once reached out to a young, professional couple and helped them make sure they were on the right track. With that history in mind, it came as no real surprise to anyone when I decided to use my education and skills to bring financial advising to others - especially women and happy couples.
One of the things I enjoy most about being a financial advisor is the puzzle-solving. I love sitting down with people to discover what's important to them, using an established process to help them set financial goals that support their priorities and then creating a personalized strategy to meet those goals. But it doesn't end there! My clients know that we're partnered up for the long-haul, so that I can help them stay on track until they've realize their goals - or maybe refine those goals as life continues to happen.
But why did I choose Edward Jones in the first place? That comes down to family, too. I came to work here in 2008 because I was looking for a job that would let me match schedules with my spouse. I've stayed because employees are treated like family; the firm cares about us, respects us and values our individual contributions. That feeling of family is extended to our clients as well; we as a firm believe in the importance of face-to-face relationships, goals-based advice and always putting the client's needs first.
When I'm not helping people do right by their future selves, I enjoy reading, sport climbing and hiking with my family in the beautiful Pacific Northwest.
- Wealth Strategies
- New Investors
- Retirement Savings Strategies
- College Savings
- Insurance & Annuities
- LGBT Finances
My Personal Interests
- Rock Climbing
Phone NumberJenny Owens at (360) 573-2419
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