As an Edward Jones financial advisor, I believe its important to invest my time upfront to get to know your goals. I want to know about you and your family and all of your hopes and dreams. The big "Why" of my becoming an Edward Jones advisor was to make a meaningful impact in the lives of my clients and the community. We will work closely with you and your CPA, attorney and other professionals to build a personalized strategy to help you reach your goals.
Whether you are planning for retirement, saving for college, or just trying to protect the financial future of the ones you care for most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we are dedicated to providing you top notch client service.
I earned a degree in Business from Oregon State with a concentration in finance and most recently I achieved the AAMS® designation. After college I bought my first home in Maple Valley. My wife, Penni, and I are blessed with five children between us. Penni is a Dean of Students at a middle school and has her own Jazzercise business. We live off of Lake Wilderness where we enjoy walking around the lake, paddle boarding and attending Music in the Park. We love our Sundays attending and serving at New Community Church. My involvement and passion has been with Vine Maple Place; working in amazing ways to break the cycle of homelessness and poverty.
My senior branch office administrator, Sherrie Traweek, has over 12 years experience and is dedicated to providing the highest level of service. She was born and raised here in Maple Valley and has two boys with her husband, Elliott. They enjoy time with family and friends, vacationing, camping and quad riding.
We absolutely love what we do and our community. We aren't going anywhere and will be here for the serious, long-term investor!
My Personal Interests
- Community Outreach
- Spending Time with Family
Phone NumberJohn Robertson at (425) 413-5096
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