As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so that you have more options when you retire, regardless of what you decide to do.
In 2008, I began my Edward Jones career as a financial advisor in Vancouver. Today, Edward Jones serves the community from 31 convenient locations.
Over the past 13 years, I have received the Regional Leaders Award, Partners Award, Pacesetters Award, Client Development Award and the Ted Jones Achievement Award from our firm. In 2014, I became a limited partner with Edward Jones.
I earned a bachelor's degree, graduating magna cum laude, from Crown College in St. Bonifacius, MN. In addition, I received the AAMS® professional designation.
My wife, Rina, and I have two children. My family and I have lived in Vancouver since 2006. I am an active member of the community serving in the ministry at our church and as a member of Cascade Park Kiwanis. I have also coached youth basketball for Battle Ground Community Education for 12 years.
My branch office administrator is Sam Evink. She has a history with Edward Jones going back to 2010. In 2019, Sam became a limited partner with Edward Jones. Please don't hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general.
At Edward Jones, we're focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Portfolio Reviews
- Charitable Giving
My Personal Interests
- Outdoor Enthusiast
- Movies & Entertainment
- Spending Time with Family
Phone NumberNate Penland at (360) 944-7975
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