We cannot predict the future, but we can prepare. As your financial advisor, I can help you identify areas to improve and preserve your financial health. Goals are developed based on what's most important to you and are maintained with a sense of stability by staying calm. They can be kept on track through the help of periodic reviews and adjusting when necessary.
I was raised in Alaska, where I learned the core values I live by today – the values of family, authenticity, integrity, hard work and giving back to my community. I learned the importance of being prepared, and that "waste not, want not" meant using my resources wisely and not just "cleaning my plate" at the dinner table.
As a child, I had big goals and dreams. Just as markets always fluctuate, life circumstances change, and I later realized those dreams needed some adjusting. Above all, what was most important to me was the need to do something meaningful and make a positive impact in the lives of others. That led me to Edward Jones where human-centered wealth strategies for our clients can be a reality.
My husband, Joe, and I raised three amazing human beings and enjoy living and working in the close-knit community of Canby, Oregon, with our rescue animals where I am still involved locally through my Chamber and various activities.
I believe it's important to invest in you as a person before investing your money, and my value as your financial advisor can only be measured by your satisfaction. By encouraging you to focus on what you can control and helping you avoid money mistakes, I will help you maximize not only your net worth, but your life worth. By partnering with your accounting and tax professionals, I can help ensure more complex needs are being met.
Reaching the goals you have for tomorrow begins with a conversation today. I am most successful with clients who are fully engaged in the process. It is through your success and trust that my work is fulfilling.
Invest in yourself. Call my office for a complimentary consultation.
- Portfolio Reviews
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- New Investors
- Business Retirement Plans
My Personal Interests
- Outdoor Enthusiast
- Spending Time with Family
- Animal Rescue
Office Address190 N Douglas St Ste 3
Canby, OR 97013 opens in a new window
Mailing AddressPo Box 865
Canby, OR 97013
Phone NumberPeri L Tharp at (503) 263-6526
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