I was at a crossroads. I'd been in business with my father for the last six years running the day-to-day operations of a multi-million-dollar business, but at the age of 30, only one thing was clear; it was time for a change.
Fortunately, I had some time to really evaluate my options and try to search for something I could have as a career for the rest of my life. I settled on three options: law school, firefighting and financial advising. After six months of tough conversations and soul searching, Edward Jones was the opportunity I had been looking for. Not only for myself, but for my family as well.
Influencing my decision greatly was the fact that my wife and I spent five years as Edward Jones clients. We knew what it was like to have the Edward Jones experience.
Growing up in Western Washington and with our experience as clients, it became clear that I had the opportunity to make a lasting difference for clients in the community.
In partnership with senior branch office administrator, Karine Lunde, we ask questions, we listen and we dig deep to understand what's important to you. It's how I create a personalized strategy to help you achieve your goals. My work doesn't stop there, though. I'll partner with you throughout your life to help keep you on track by navigating markets, rebalancing portfolios and helping keep you on track to reaching your financial goals.
My wife, Kalie, is a wonderful mother and dental hygienist. We have a beautiful daughter, Taylor, and charismatic son, Jack. We both love to spend time with family, workout, golf and catch some sunshine whenever possible. I am a proud Rotary member and also a PGA Golf Professional.
If you want to sit down and discuss your financial goals with an experienced financial advisor who will always recommend what is in your best interest, give my office a call today.
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Intergenerational Planning
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Personal Fitness
Office Address7208 267th St NW Suite 102
Stanwood, WA 98292
Phone NumberJoshua K Fish at (360) 629-9562
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