Dessa Smith and Robbin Morton, my Senior Branch Office Administrators, and I are your local Edward Jones team. We invest our time in understanding what is important to you, while working closely with you, your CPA, attorney and other key partners using an established process to create holistic, personalized financial strategies with your needs at the forefront. We partner with you and your family throughout your life to keep you on track toward achieving your life's goals. Our clients enjoy and value our highly personalized advice and service.

I began my Edward Jones career as a financial advisor in Lafayette, CO. After falling in love with our mountain community, I moved my practice to McCall in 2010 to serve our friends and neighbors.

I am a 1999 graduate of the United States Military Academy at West Point with a Bachelor of Science in economics and a minor in mechanical engineering. I served our nation in the active-duty U.S. Army, Michigan Army National Guard, and, most recently, the U.S. Army Reserves. With a total of 27 years of service, I deployed to both Iraq and Afghanistan and mobilized in support of the national COVID-19 contingency operations. I retired as a Lieutenant Colonel in June 2022.

I believe philanthropy and community involvement are critical to the health of our community. I've served on and have held leadership roles on many of boards of directors, including the McCall Area Chamber of Commerce, Payette Lakes Rotary Club and Foundation, McCall Optimists, The Ponderosa Center, St Luke's McCall Taxing District and the West Point Class Legacy Fund, as well as Project Welcome Home Troops, a national organization that helps to heal our veterans with post-traumatic stress.

Listening to and understanding our clients and their families and what is meaningful to them is one of our highest priorities. We believe that the personal relationships we build with our clients are one of the best things we have to offer. All aspects of our practice align to keep your best interests in mind while enabling us to better understand and meet your unique needs and goals.

Stop by, call or email us anytime. We look forward to getting to know you, your family and your organization or business and serving you at the highest level.

To schedule a time to discus your personal situation or answer any questions you may have, please call Dessa or Robbin anytime.