As an Edward Jones financial advisor, I want to understand what's most important to you and find out what goals you’re working toward before you invest your money. My team uses an established process to build personalized strategies to help you. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. No two plans or investors are alike! We partner with each of our clients throughout their lives to help keep them on track.
Prior to coming to Edward Jones in 2016, I worked for New York Life Insurance as an independent agent. I helped people protect their assets and prepare for the future. Protection can be an important and overlooked part of each person's portfolio.
In 2008, my wife and I became the owners and operators of a local coffee and sandwich shop called The Silverleaf Café which is located at Eagle Crest resort. Two years later, we opened a neighboring convenience store called The Silverleaf Market. These were both fun and challenging ventures and really gave me a sense of how important saving and spending can be, and how valuable it is to be involved in the local community.
Today, I spend a lot of my time giving back. I serve on the City of Redmond's Chamber of Commerce board of directors, and volunteer my time as a Chamber ambassador. I am an active member of the Redmond Kiwanis Club and serve on their board of directors as well. I also spend time with a non profit called Friends of the Children Central Oregon and serve on their Development Committee.
While I spend a lot of time working with the individual investor, I also enjoy working with businesses and non-profits who are looking to manage their finances. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals. Call or stop by the office today!
- Retirement Savings Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Wealth Strategies
- Military Professionals & Veterans
My Personal Interests
- Spending Time with Family
- Community Outreach
- Car Restoration
- Vintage Cars
Phone NumberJoshua M Werner at (541) 923-7773
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