As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working towards before you invest your money. Before I became a financial advisor, I was a client of Edward Jones for a number of years and was able to experience how that felt and understand how much trust our clients place in us. We will understand your goals, use an established and customized process to help you achieve them and partner with you throughout your life.
I hold the Accredited Asset Management Specialist™ (AAMS®) designation. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
I was born in Mount Vernon, WA. During middle school, I moved to Bothell, where I graduated from Inglemoor High School. Next, I attended Western Washington University in Bellingham, where I graduated with a degree in economics. I returned to the Eastside and joined Edward Jones in 1999, opening a new branch in Canyon Park. In 2007, I moved my branch to Main Street in downtown Bothell. I am blessed to have three daughters who attend Western Washington University, High School and Elementary School.
Christie, my Senior Branch Office Administrator, and I provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our client's unique goals and needs.
Please contact us via phone or e-mail to set up a time to discuss your individual situation and options.
- Retirement Income Strategies
- Charitable Giving
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Wealth Strategies
My Personal Interests
- Spending Time with Family
Office Address10128 Main Street
Bothell, WA 98011 opens in a new window
Phone NumberMatt Shannon at (425) 481-4682
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