As a sixth generation Yelmite, I take a lot of pride in serving my community to the best of my ability. In addition to managing my business here in town, I've volunteered on the boards of countless organizations. From Lions to the Yelm Chamber, Younglife to Toastmasters – even so far as running for Yelm City Council – I have a lot of love for this little city. This is what inspires me to do the work I do.
Our community is growing and, with that, the wealth of our community should grow too. While I can help most folks situate their finances and investments, the types of clients I focus on serving are three-fold:
- People who are nearing retirement and are looking to build/adjust a strategy to create a reliable lifetime income stream.
- People who don't have access to traditional retirement plans like pensions and 401k(s) (Business owners, sub-contractors, etc.).
- People who are serious about retiring early in order to buy their life back from the practice of trading their time for money.
At Edward Jones, every strategy we offer and every solution we recommend is based on what's most important to you. Once we understand your priorities, we can help you identify specific financial goals and develop strategies to help you work toward achieving them.
If you're looking for a one-of-a-kind experience from a professional who embraces cutting edge technology and the most current/relevant financial advice, you're in the right place.
My Personal Interests
- Community Outreach
- Auto Racing
Office Address35025 90th Ave S Suite 9
Roy, WA 98580
Mailing AddressP O Box 528
Mckenna, WA 98558
Phone NumberMatthew R McLellan at (360) 458-3101
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 02:00PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
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