As a financial advisor with Edward Jones, I am pleased to be your premier choice for financial services in the Pacific Northwest located right here in Oregon City. My goal is to ensure that I am creating the most value by focusing on what is important to you and using our established process to help you achieve your goals.
I serve clients from all walks of life: teachers to corporate management and budding entrepreneurs to seasoned real estate investors. No two people are the same and their goals are not created equal. Because of that, your strategy should be incorporating all the important pieces of your financial picture.
What are Your Goals?
Preparing for Retirement
Living through Retirement
Preparing for the Unexpected
Leaving a Legacy
Saving for a Large Purchase
What are you concerned with?
Investment Strategies
Risk Mitigation Strategies
Tax Saving Strategies
Generation Wealth Transfer
Market Volatility
I offer a broad range of products and services, and I stand ready to bring the full strength of one of the largest, most well-respected firms in the industry to work for you. Give me a call if you would like to discuss if working together would be a good fit.
About me:
I was born and raised here in Clackamas Country and currently live on a small farm in the Redland area just outside of Oregon City. I have lived in Oregon my whole life, outside of the four years I served in the Navy as an Aircraft Handler. I have been happily married to my wife, Jessica, for 16 years and we have three great kids: Madison (15), Caleb (12) and Walter (10). We stay busy with 4H, sports and keeping all our animals healthy and happy. Outside of that, I spend most of my free time on projects around the home and farm. I always enjoy leaving things better than I found them.
Focus areas
- Business Retirement Plans
- Estate & Legacy Strategies
- Intergenerational Planning
- Military Professionals & Veterans
- Retirement Income Strategies
- Retirement Savings Strategies
My Personal Interests
- Farming
- Gardening
- Hunting
- Traveling
- Home Improvement
Office Information
Phone Number
Luke Forristall at (503) 303-5057Branch Team
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Fri | 08:00AM - 03:00PM |
Sat | Closed |
Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Connect on Social
Branch Team
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