I have been a financial advisor with Edward Jones since 2006. I believe it is important to invest my time to understand what you are working toward before you invest your money. Working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire.
Originally from the Chicago area, I have been living in the Kent, WA, area since 1991. I am married to Sheri and we have three children. We enjoy family outings, running, reading, movies and community service projects.
I served in the United States Army Reserves from 1987 to 1995. During this time, I participated in Operation Desert Storm.
In 1989, I attained a Bachelor of Arts in European history from Calvin College in Grand Rapids, MI. Furthering my education, I achieved a master's in business administration (MBA) in 2006 through City University and the AAMS™ designation in 2011 from the College for Financial Planning. I hold a General Securities Representative (Series 7) and Uniform Combined State Law (Series 66). I also hold insurance licenses in various states.
In 2017, I earned the CERTIFIED FINANCIAL PLANNER™ certification through American College.
Through Edward Jones, I provide highly personalized service. I strive to build a strong relationship where I can learn and understand my clients' unique goals and needs.
Focus areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Divorce Finances
- Intergenerational Planning
- Business Retirement Plans
Focus Areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Divorce Finances
- Intergenerational Planning
- Business Retirement Plans
My Personal Interests
- Personal Fitness
- Reading
- Running
- Spending Time with Family
- Traveling
Personal Interests
- Personal Fitness
- Reading
- Running
- Spending Time with Family
- Traveling
Office Information
Office Address
Sawyers Village27203 216th Ave S.E., Suite 2
Maple Valley, WA 98038 opens in a new window
Phone Number
Jon H Roelofs at (425) 413-5156Branch Team
- Miranda Berg
- Sr. Branch Office Administrator
- Elizabeth Maddocks
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:00PM |
Monday | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Tuesday | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Wednesday | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Thursday | 08:00AM - 04:00PM |
Fri | 08:00AM - 01:00PM |
Friday | 08:00AM - 01:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:00PM |
Monday | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Tuesday | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Wednesday | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Thursday | 08:00AM - 04:00PM |
Fri | 08:00AM - 01:00PM |
Friday | 08:00AM - 01:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Branch Team
- Miranda Berg
- Sr. Branch Office Administrator
- Elizabeth Maddocks
- Branch Office Administrator
Branch Team
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