When I graduated from college, I had a mission: help people accomplish something they wouldn't be able to do alone. I was approached by an Edward Jones financial advisor regarding a career in financial services and the ideal marriage was created. I now have the privilege of helping my clients with what’s most important to them. Together, we confidently develop strategies for every stage of life; saving for their child’s education, living a comfortable retirement and eventually the transfer of their wealth. A lifetime journey we take together.
I grew up in Kirkland, WA, attended Western Washington University (WWU) and graduated in 2006 with a BA in finance and a minor in economics. While at WWU, I was captain of the football team and received All-American honors. I've volunteered in Young Life for most of my life. My wife, Katie, and I have three children: Graham, Caden and Chloe.
My career with Edward Jones began in 2007 in Kirkland, WA. I received a Certified Financial Planner™ designation in 2015. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
In 2017, I became regional leader for the Eastside of Seattle. I support and guide more than 50 branch office teams; working as a liaison between them and the Edward Jones headquarters in St. Louis.
We have two branch office administrators dedicated to the support of our clients, Sarah Wade and Rhonda Baldwin, who have a combined 22 years of industry experience.
Our #1 goal is to support, educate and understand our clients, while making their lifetime financial journey personalized and secure.
- Retirement Income Strategies
- Retirement Savings Strategies
- Charitable Giving
- Wealth Strategies
- College Savings
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Community Outreach
- Personal Fitness
Office Address9710 NE 119th Way
Kirkland, WA 98034 opens in a new window
Phone NumberLoren P Winter at (425) 821-0285
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