"Plan with a purpose."
As a financial advisor, people ask, "What do you do?" Like most of us, I wear many hats; however, I also help you make sense of the foreign language of finance.
PLAN
Your strategy is about you, so we start by answering essential questions.
-Who is most important to me?
-Can I support those I love financially, today, and tomorrow?
-What brings me joy and adds meaning to my life?
-What does my vision look like for retiring well?
Your answers help us discover why creating a strategy is important to you; this is a foundational step.
WITH
This word holds great power. As a preposition, it is a connecting word. "With" means my branch team works together with you. It's a partnership where accomplishments happen!
A PURPOSE
Your purpose is the guiding direction for your financial strategy. Results happen when we create a strategy and take action! Our purpose is to be here for you, each step of the way.
Frequently Asked Questions:
-How much do I need to invest to support my lifestyle throughout retirement?
-How can I grow my wealth and keep up with rising taxes and inflation?
-How can I protect my family if something happens to me?
-What types of insurance should I consider?
-How can I make it easier for my family when passing on my legacy?
We invite you to continue your financial journey with our team at Edward Jones. 'Plan with a Purpose' by connecting with us today!
Focus areas
- Retirement Income Strategies
- Socially Conscious Investing
- Charitable Giving
- New Investors
- Intergenerational Planning
- Insurance & Annuities
Focus Areas
- Retirement Income Strategies
- Socially Conscious Investing
- Charitable Giving
- New Investors
- Intergenerational Planning
- Insurance & Annuities
My Personal Interests
- Community Outreach
- Health & Nutrition
- Culinary Arts
- Traveling
- Music
Personal Interests
- Community Outreach
- Health & Nutrition
- Culinary Arts
- Traveling
- Music
Office Information
Phone Number
Michelle Courson at (509) 290-6257Branch Team
- Jennifer Turner
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:00AM - 03:00PM |
Friday | 08:00AM - 03:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:00AM - 03:00PM |
Friday | 08:00AM - 03:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Connect on Social
Branch Team
- Jennifer Turner
- Branch Office Administrator
Branch Team
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