I have had a fascination with numbers from an early age. My passionate interest in sports was born of this love of numbers. My degree in math/computer-science and my entrepreneurial beginning in the computer industry were a logical continuation.
As my 15-year career in the computer industry was winding down (2002), I came across an article in Fortune Magazine naming Edward Jones a top company in America for which to work. I viewed this as a perfect fit with my desire to help people achieve their financial goals and dreams. 18 years later, coming to Edward Jones stands out as one of the best decisions of my entire life.
Together with my Branch Office Administrators, Stephanie Kimbrell (Sr. BOA) and Hayley Tomich, we welcome clients into our family. As a happily-married father of four grown children and grandfather of two, I know the importance of family.
Our one-on-one approach creates a comfortable environment where our clients feel that we fully understand what is most important to them and will act in their interest.
Our clients can expect a high level of service and a personalized approach. I create tailored solutions to solve the needs of our clients.
Areas of Focus:
Retirement Savings and Income Strategies
I have 18 years of experience helping clients with each stage of the retirement picture. I help take the mystery out of the equation and help make financial dreams come true.
Estate and Legacy Strategies
I am well-versed in knowledge of how to help clients not only achieve legacy goals but do so through an ever-changing set of rules and laws.
Let's start the conversation at 360-882-8347. I look forward to helping you achieve your financial goals.
Phone NumberMichael D Wade at (360) 882-8347
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More