You work hard for your money and deserve to enjoy the retirement of your dreams, but do you have enough? Understanding what's important to you is always my first step as your Edward Jones financial advisor. I partner with you, the individual investor, to build a strategy to achieve your specific goals.
Previously, I worked for two decades as a professional engineer for the Navy and in the private sector. I love working with numbers and feel a true spark when I help people solve problems. I sharpened my analytical skills as an engineer. However, my biggest strength has always been understanding the people along with the problem at hand. As a financial advisor at Edward Jones, the partnership between these two strengths helps me impact the lives of my clients in truly meaningful ways.
Paint the picture of how you want your money to work for you and we can build a strategy together to help make it a reality. Is it a cabin on a lake, international travel or watching your grandchildren grow? Whatever you can imagine, we've got an established process to help get you there.
Request an appointment today for a complimentary portfolio review. Don't be left wondering if what you're doing is enough. Together we can make sure you're on track to make your dreams a reality.
In addition to enjoying my dream job every day, I am an active mom to three great kiddos and we love all the outdoor activities the Pacific Northwest has to offer! We love to swim in the Sound, ski and hike in the mountains, and explore all the beauty of Washington State or wherever our adventures take us!
- Wealth Strategies
- Portfolio Reviews
- Divorce Finances
- Retirement Income Strategies
- Business Retirement Plans
- College Savings
My Personal Interests
- Mountain Biking
Office Address18887 State Hwy 305 NE Ste 100
Poulsbo, WA 98370
Phone NumberLisa Kerwin at (360) 779-6123
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 03:00PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
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