Where does the time go? It's been over 10 years that I've been a financial advisor at Edward Jones.
I consider clients part of my extended family and take pride in how deeply I care about what is important to them. My passion is in educating and partnering with clients who have more complex needs and those who are going through a transition in their lives (changing jobs, divorce, retiring, losing a loved one, etc).
My husband, Jon, and I have both grown up in Eastern Oregon. He is in the cattle industry and enjoys his career as much as I enjoy mine. We've been married for over a decade and have been blessed with two daughters, Reese and Reagan. In our free time, we are a family that enjoys the outdoors. A few of our favorite activities are horseback riding, camping, fishing and supporting our girls in their athletic endeavors.
Making sure you are on track to achieve your long-term financial goals can feel overwhelming. Don't worry, that's what I'm here for. I begin by listening to you. That helps me understand what is important to you, who is important to you, your comfort level with market movement and your financial goals and dreams. I then use an established process to build tailored strategies and partner with you throughout your life to help ensure we stay on track.
Of course, I could not do it all on my own. I have an incredible branch team dedicated to you and all of your administrative needs. We take pride in our high level of service. Michelle Fisher (Senior Branch Office Administrator) and Linda Marcum (part-time Branch Office Administrator) are some of the best in the business.
There is no better time to start preparing for your future! Call or stop by our office today! We're excited to meet you!
- Divorce Finances
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Retirement Savings Strategies
My Personal Interests
- Spending Time with Family
- Horseback Riding
Office Address204 E Main Street
Hermiston, OR 97838 opens in a new window
Phone NumberKacie A Levy at (541) 567-0390
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