I am pleased to serve in Chelan as an Edward Jones financial advisor. My career objective is to help individual investors develop an investment strategy geared toward their unique, long-term goals. Whether you need to plan for retirement, reduce taxes or save for a child’s college education, I can help.
I graduated from the University of Washington, Bothell with a degree in business administration. I also attended Wenatchee Valley College where I earned my AA degree. I served on the student government, participated in Key Club and served as a National Collegiate DECA officer. Through my activities and academic achievement, I earned the Washington Award for Vocational Excellence which entitled me to a two-year full ride scholarship to UW.
My career was primarily spent at the Boeing Company where I held management, finance and project management roles for over 15 years. Most recently I served as the executive director of the Lake Chelan Health & Wellness Foundation.
Chelan is very dear to me for many reasons. My grandparents moved here with the construction of the Wells Dam project, where he was the chief operator. My parents were Chelan High sweethearts and my two older brothers and I were born at the Lake Chelan Community Hospital.
I moved back to North Central Washington in 2016 to be closer to my family and to provide a wonderful community environment for my kids. I have two wonderful kids, Tre, 19, and Lily, 16. Both have had the opportunity to work at Slidewaters in the summer and also participate in many sports. Our next big adventure will be building a home on a lot I have recently purchased.
My outside interests include golf, cooking, travel and live music. I enjoy many volunteer activities through the Lake Chelan Rotary to help out in our community, including:
Chelan Chase Chair 2018 and 2019
Rotary Community Service Project Team
Buzz on Biz partnership with Manson HS
Cycle de Vine Volunteer
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- Business Retirement Plans
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
Office Address410 E Woodin Ave
Chelan, WA 98816
Mailing AddressPo Box 733
Chelan, WA 98816
Phone NumberKim Dunbar-Wall at (509) 682-7014
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