As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.
I am originally from Phoenix, AZ, but I grew up in the Air Force and lived all over the Southwest and the Pacific. I have lived in Farmington since 2006.
I attended Gonzaga University and graduated cum laude in 2005 with a bachelor of business administration in finance. In addition, I received the AAMS® and CFP® certifications.
The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
I am an active member of the community. I serve as a board member on the Children's Hope Foundation. I have also volunteered in the past with Childhaven, Big Brothers/Big Sisters and Leadership San Juan. Along with Edward Jones, I partner with the Alzheimer's Association for their annual Walk to End Alzheimer's.
We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
My Personal Interests
- History and Museums
Phone NumberMegan A Sandbothe at (505) 327-7130
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|Fri||08:00AM - 04:00PM|
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