We are dedicated to providing the ideal client experience for the long-term, serious investor by understanding what is most important to you. We use an established process to develop strategies to achieve those goals and partner with you throughout your life in order to help keep you on track. We create an atmosphere of knowledge, compassion, confidence and comfort that brings with it long-term relationships.
I began my career with Edward Jones in 2004 as a home office associate in St. Louis, MO. In 2006, I joined the Freeland, WA branch here on Whidbey Island. My business has grown to the point that I have invited another financial advisor to join me in my office to help better serve clients. I have been a limited partner with the firm since 2011. In 2016, I achieved the AAMS® professional designation from the College for Financial Planning by successfully completing a 12-module professional education program, passing a final examination, committing to its code of ethics and agreeing to pursue continuing education.
I live in Freeland with my son, Delling. I am past president of the Rotary Club of Whidbey Westside and proud Paul Harris recipient. I currently serve the firm as a member of our regional leadership team. In my spare time, I enjoy camping and competing locally with my horse, Serena, in the hunter/jumper discipline.
My office administrators are dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on them with questions concerning your account in general.
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.
- Estate & Legacy Strategies
- Insurance & Annuities
- Portfolio Reviews
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
My Personal Interests
- Animal Rescue
- Horseback Riding
Mailing AddressP O Box 582
Freeland, WA 98249
Phone NumberMelissa S Cates at (360) 331-4450
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