Money cannot buy happiness - it is merely a tool that helps you to reach your goals and to realize your true passions. My true passion is helping people realize their goals.
No two clients are exactly alike nor will their financial needs and goals be either. That is why I believe it's important to invest my time in understanding what you're personally working toward before you invest your money.
Whether you are a business owner; changing careers; just beginning your professional path; or nearing retirement, let me help you by taking a customized approach and creating a strategy that is right for you. We will then work to stay on track by partnering together with your CPA, attorney and other professionals.
These decisions affect the entire family, so we will take a holistic look together to find creative solutions. These may include retirement or education planning, various insurance platforms and/or other appropriate financial vehicles that will help prepare you and your loved ones for what lies ahead.
We believe relationships are key. Meeting face to face builds strong relationships. As a wife and mother of two daughters (not to mention three dogs and two cats), I recognize how difficult it is to juggle a business and family life. With that in mind, I meet with clients when it is convenient for them. Sheryll Schuppisser, my branch office administrator, and I work as a team to ensure you have all the tools you may need to best position yourself for your future.
When I began my career with Edward Jones in 2001, I wanted to stay local. Having been born and raised in the Seattle area, I knew this is where I wanted to raise a family and grow a business. I continue to work with Edward Jones because of its unique structure as a partnership, not a corporation. This allows us to put the needs of the individual investors and small businesses first.
Let's start the conversation at 206-784-0233. I look forward to helping you achieve your financial goals.
- Wealth Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Retirement Savings Strategies
- Retirement Income Strategies
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Animal Rescue
- Culinary Arts
Phone NumberLindsey M Moll at (206) 784-0233
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