My passion for helping people began early in life when I enlisted as a Navy Corpsman with the Marines. I operated as a combat medic and paramedic on Camp Pendleton. Simultaneously, I watched a dear family member living a less than ideal lifestyle due to financial hardship.
Once I ended my Active Duty enlistment, I felt pulled toward serving others in a different capacity. I cut my teeth in customer service with Enterprise Rent-A-Car for six years in Orange County. While I was improving my ability to deliver client excellence, I was not in the career I was called to. My thoughts constantly went back to my family member and her financial struggles. Edward Jones was the perfect fit!
I have been with Edward Jones for 17 years and received a limited partnership with the firm. I am able to make a significant difference in people's lives. Together, with my branch office administrator, Rachel Hall, we have been able to serve extraordinary clientele in or attached to the Sacramento Marketplace. What is most important to our clients is what's most important to us. We use a needs-based approach to implement an established process which enables us to partner with our clients for life to help them achieve their financial goals.
Even though I was not able to financially help my family member until later in life, I found my niche and was able to sleep easier knowing her financial future was entrusted to me to be a good steward of.
My amazing wife, Lindsey, and our three kids, Kaden, Zachary and Riley, proudly call El Dorado Hills our home and are truly blessed to help our community.
Rachel resides in Folsom and enjoys spending time with her daughter and three grandkids. She also takes pleasure in the outdoors and likes to kayak, hike and find adventure.
- Retirement Savings Strategies
- Retirement Income Strategies
- Insurance & Annuities
- Wealth Strategies
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
My Personal Interests
- Personal Fitness
- Outdoor Enthusiast
- Health & Nutrition
Phone NumberMichael E Lund at (916) 933-9888
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