As a financial advisor, I partner with people just like you to create and implement strategies that work toward your specific goals we set together. Whether it's planning for retirement, saving for your children or grandchildren's college, or just trying to protect the financial future of your loved ones, I take the time to identify each goal and develop the strategy to address it together. I work closely with you, your CPA, attorney and other professionals, so I can determine the most appropriate financial strategy for you and your family.
I enjoy building relationships with my clients and helping them achieve life's biggest milestones. Many of my clients I've known for more than a decade and have become friends. The value I offer is that I listen and really care about my clients. Some clients come in to just talk. I like it when they trust me enough to ask me about the decisions beyond just their investment strategy.
When not working with the families I serve at Edward Jones, I am active in the community. I currently serve as the secretary of Elko Lions Club; I also volunteer my time to the Elko Kiwanis Club.
My spouse, Tim, and our two boys enjoy the outdoors. Our passions include traveling, hunting, camping, fishing and hiking.
My branch office administrator, Monique Heieie, and I are dedicated to providing you with the highest level of service possible. Please don't hesitate to call us at 775-738-8925.
Focus areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
My Personal Interests
- Volunteering
- Reading
- Sewing
- Hunting
Personal Interests
- Volunteering
- Reading
- Sewing
- Hunting
Office Information
Office Address
2213 North 5th St Ste AElko, NV 89801 opens in a new window
Phone Number
Lynn Terras at (775) 738-8925Branch Team
- Monique Heieie
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:00PM |
Monday | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Tuesday | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Wednesday | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Thursday | 08:00AM - 04:00PM |
Fri | 08:00AM - 03:00PM |
Friday | 08:00AM - 03:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:00PM |
Monday | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Tuesday | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Wednesday | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Thursday | 08:00AM - 04:00PM |
Fri | 08:00AM - 03:00PM |
Friday | 08:00AM - 03:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Connect on Social
Branch Team
- Monique Heieie
- Branch Office Administrator
Branch Team
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