I've always known I wanted to be a financial advisor. Early in my military career while at West Point, if I had any extra funds, I invested them. I finally realized my passion in 2008 and became an Edward Jones financial advisor after years of research; I chose Edward Jones because of their core principles and priority of putting clients first. I love what I do and am inspired every day by the people I'm so lucky work with. My focus is to help people become more confident in the financial decisions they make, whether they are early in their working career or are in retirement and planning a legacy. That is done by creating personalized financial strategies to meet their unique financial goals and partnering with them throughout their lifetimes to help them stay on track.
I was born and raised in Mountain Home, ID. In 1996, I graduated from the United States Military Academy and was commissioned a second lieutenant in the Army. In my 10 years of active duty, I trained and lead soldiers all over the world: Fort Leonard Wood, Fort Carson, Fort Riley, Fort Bliss, Germany, Korea and Baghdad, Iraq. As a captain, I commanded a Combat Engineer Company in Iraq in 2003-2004. Once out of the military, I spent two years with a construction company out of Boise as the director of project management before joining Edward Jones.
My higher education includes a Bachelor of Science in environmental studies with an emphasis in systems engineering and a Master of Science in geology and geophysics. In addition, I maintain multiple professional certifications, including the AAMS® and CRPS®, which help further my ability to work through complex financial situations.
In my spare time, I enjoy fly-fishing, working out, rock climbing, snow skiing, hunting, working on cars and most of all, spending quality time with my wife, Sally, and our three children. We enjoy being part of the local community where some of our clients live, but also enjoy serving our clients across America.
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Retirement Income Strategies
- Wealth Strategies
- Business Retirement Plans
- Socially Conscious Investing
My Personal Interests
- Car Restoration
- Rock Climbing
- Spending Time with Family
Phone NumberPatrick C Cruser at (509) 758-8353
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