My name is Joel Pemberton. My family and I have been living in beautiful Whitefish, MT since 2012. Leaving the San Juan Islands of Washington State nearly 10 years ago and putting our roots down in northwest Montana was a tough decision for us but one we never regret.
My childhood dream was to have a community-based small business that allows me to be deeply engaged in long-term relationships and to make a difference in the lives of others. Since starting with Edward Jones in 2010, I have been living out that dream.
After attending college in British Columbia, I began to serve others in a non-profit organization in Washington. During that time, I began some personal day-trading and I discovered a love and interest for investing. After leaving the non-profit organization, I went into business for myself but ultimately found that I could combine my passion for serving people and investing through a career at Edward Jones.
My wife and three children love the Flathead Valley of Montana. We are outdoors in all four fantastic seasons; skiing, hiking, biking, golfing, paddle boarding, boating, fishing and exploring. We are also very engaged in our community through volunteerism with the schools, Rotary, non-profits and our church.
My Branch partner is the spectacular Sara Straka. She was born in Whitefish and a graduated from Notre Dame. Sara is our office administrator. She manages all the administrative work in the branch to ensure that every client has an ideal experience.
Together, our hope is to truly understand what is most important to our clients, use our established process to create strategies to help reach their goals and to journey alongside them throughout their lives. There is no better reward than walking through life's ups and downs with our clients, helping them protect and grow what they have earned and seeing families thrive through generations.
Please reach out if you would like a complimentary consultation appointment.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Entrepreneurs & Business Owners
- Intergenerational Planning
- Socially Conscious Investing
My Personal Interests
- Mountain Biking
Phone NumberJoel R Pemberton at (406) 862-5454
|Mon||08:00AM - 04:00PM|
|Tue||08:00AM - 04:00PM|
|Wed||08:00AM - 04:00PM|
|Thu||08:00AM - 04:00PM|
|Fri||08:00AM - 04:00PM|
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