My father called me the banker. I always put some of my allowance into savings for bigger items I wanted but knew my parents couldn't afford. My experience as an early saver – and later investor – sparked a passion that continued throughout my work history. I was that person who encouraged everyone to put more than the match in the company retirement plan and pick quality investments, and encouraged them to live debt free and make good financial decisions.
I have experienced the financial hardship of divorce and single parenting, which allows me to serve my clients with compassion and encouragement that they can reach their financial goals with a good plan.
Before joining Edward Jones in 2004, I spent 13 years in advertising and marketing for the U.S. Army. I later ran my own company and worked for a small business consulting firm. This gave me insight into the challenges business owners and investors face today.
I currently serve on the advisory board for the Salvation Army Corp. of Gresham and as a regional leader for Edward Jones. These two roles allow me to mentor and coach others to achieve their goals and dreams.
My husband, Nate, and I combined have nine kids, three grandsons and two dogs. In my free time, I enjoy watching soccer, kayaking and international traveling. I am passionate about lifelong learning and earned the AAMS™ designation in 2008, the CFP® certification in 2016 and the ChFC® in 2022, advancing my understanding of solutions to the complex financial challenges my clients face.
My office is committed to providing the elite level of service and support you deserve. Relationships are key to helping our clients navigate the phases of their financial life.
At Edward Jones, we are focused on you. Your financial needs are complex and unique. Our office is supported by industry-recognized analysts and strategists, in addition to a staff of thousands with the latest technology, all dedicated to helping you achieve your goals for financial security.
- Wealth Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Charitable Giving
My Personal Interests
- Spending Time with Family
Phone NumberLynne T Page at (503) 492-6672
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